McDonald Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

McDonald Partners’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140K	Buy	+1,016	New	+$134K	0.03%	241
2025 Q3	–	Sell	-2,348	Closed	-$259K	–	241
2025 Q2	$259K	Sell	2,348 -1,000	-30%	-$99K	0.06%	222
2025 Q1	$311K	Buy	3,348 +601	+22%	+$60.6K	0.08%	198
2024 Q4	$279K	Sell	2,747 -435	-14%	-$43.4K	0.07%	205
2024 Q3	$305K	Sell	3,182 -408	-11%	-$37.7K	0.08%	202
2024 Q2	$332K	Hold	3,590	–	–	0.09%	195
2024 Q1	$303K	Sell	3,590 -448	-11%	-$36K	0.08%	201
2023 Q4	$303K	Hold	4,038	–	–	0.09%	197
2023 Q3	$276K	Buy	4,038 +31	+0.8%	+$2.19K	0.09%	197
2023 Q2	$282K	Hold	4,007	–	–	0.09%	203
2023 Q1	$256K	Hold	4,007	–	–	0.08%	206
2022 Q4	$234K	Hold	4,007	–	–	0.08%	206
2022 Q3	$232K	Sell	4,007 -340	-8%	-$22.1K	0.09%	194
2022 Q2	$262K	Sell	4,347 -60	-1%	-$3.97K	0.07%	252
2022 Q1	$337K	Buy	4,407 +4,293	+3,766%	+$323K	0.07%	242
2021 Q4	$9.54K	Sell	114 -4,593	-98%	-$370K	0.01%	194
2021 Q3	$348K	Sell	4,707 -255	-5%	-$19.4K	0.08%	231
2021 Q2	$361K	Buy	4,962 +6	+0.1%	+$415	0.09%	225
2021 Q1	$323K	Buy	4,956 +7	+0.1%	+$453	0.08%	232
2020 Q4	$316K	Buy	+4,949	New	+$300K	0.09%	219

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

McDonald Partners's IVW Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,016 shares worth $140K. The stake represents 0.03% of the portfolio and ranks #241 among its holdings. This is a return to the name: McDonald Partners previously reported a position in IVW as recently as Q2 2025.

McDonald Partners first reported a position in IVW in Q4 2020 and has held it in 20 quarters since. The position peaked at $361K in Q2 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

McDonald Partners held 1,016 shares of iShares S&P 500 Growth ETF worth $140K as of Q2 2026.
iShares S&P 500 Growth ETF was a new McDonald Partners position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of McDonald Partners's portfolio in Q2 2026, its #241 holding.
McDonald Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 20 quarters since.
McDonald Partners's iShares S&P 500 Growth ETF position peaked at $361K in Q2 2021.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.