McDonough Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

McDonough Capital Management’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 Q1	$1.57M	Hold	13,840	–	–	0.86%	22
2025 Q4	$1.71M	Hold	13,840	–	–	0.84%	21
2025 Q3	$1.67M	Hold	13,840	–	–	0.84%	20
2025 Q2	$1.52M	Hold	13,840	–	–	0.85%	21
2025 Q1	$1.28M	Hold	13,840	–	–	0.84%	20
2024 Q4	$1.41M	Hold	13,840	–	–	0.87%	20
2024 Q3	$1.33M	Hold	13,840	–	–	0.91%	21
2024 Q2	$1.28M	Hold	13,840	–	–	0.93%	19
2024 Q1	$1.17M	Hold	13,840	–	–	0.92%	21
2023 Q4	$1.04M	Hold	13,840	–	–	0.9%	22
2023 Q3	$947K	Hold	13,840	–	–	0.9%	21
2023 Q2	$975K	Hold	13,840	–	–	0.9%	22
2023 Q1	$884K	Hold	13,840	–	–	0.91%	22
2022 Q4	$810K	Hold	13,840	–	–	0.94%	21
2022 Q3	$801K	Hold	13,840	–	–	0.92%	20
2022 Q2	$835K	Sell	13,840 -1,097	-7%	-$72.6K	0.92%	21
2022 Q1	$1.14M	Hold	14,937	–	–	0.99%	20
2021 Q4	$1.25M	Buy	+14,937	New	+$1.2M	1.02%	20

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

McDonough Capital Management's IVW Position: Q1 2026 in Review

McDonough Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 13,840 shares worth $1.57M. The position accounts for 0.86% of the portfolio, ranked #22.

McDonough Capital Management first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.71M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

McDonough Capital Management held 13,840 shares of iShares S&P 500 Growth ETF worth $1.57M as of Q1 2026.
McDonough Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.86% of McDonough Capital Management's portfolio in Q1 2026, its #22 holding.
McDonough Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
McDonough Capital Management's iShares S&P 500 Growth ETF position peaked at $1.71M in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.