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McGlone Suttner Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

McGlone Suttner Wealth 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
Q2 		$2.17M Sell
15,773
-728
-4% -$96.1K 0.25% 44
2026
Q1 		$1.87M Buy
16,501
+1
+0% +$120 0.25% 47
2025
Q4 		$2.03M Sell
16,500
-12
-0.1% -$1.47K 0.27% 41
2025
Q3 		$1.99M Buy
16,512
+3
+0% +$345 0.28% 38
2025
Q2 		$1.82M Buy
16,509
+2
+0% +$198 0.27% 38
2025
Q1 		$1.53M Sell
16,507
-323
-2% -$32.6K 0.25% 43
2024
Q4 		$1.71M Buy
16,830
+1,350
+9% +$135K 0.29% 40
2024
Q3 		$1.48M Sell
15,480
-3,960
-20% -$366K 0.31% 40
2024
Q2 		$1.46M Buy
19,440
+1,449
+8% +$125K 0.3% 31
2024
Q1 		$1.52M Sell
17,991
-1,449
-7% -$116K 0.29% 40
2023
Q4 		$1.46M Sell
19,440
-365
-2% -$26K 0.29% 31
2023
Q3 		$1.35M Sell
19,805
-4,419
-18% -$313K 0.31% 31
2023
Q2 		$1.71M Buy
24,224
+155
+0.6% +$10.2K 0.39% 26
2023
Q1 		$1.54M Buy
24,069
+23
+0.1% +$1.41K 0.4% 27
2022
Q4 		$1.41M Buy
+24,046
New +$1.44M 0.45% 31

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McGlone Suttner Wealth Management's IVW Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.4% in Q2 2026, selling an estimated $96.1K and leaving 15,773 shares worth $2.17M. The position accounts for 0.25% of the portfolio, ranked #44.

McGlone Suttner Wealth Management first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 926 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • McGlone Suttner Wealth Management held 15,773 shares of iShares S&P 500 Growth ETF worth $2.17M as of Q2 2026.
  • McGlone Suttner Wealth Management sold 728 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $96.1K.
  • iShares S&P 500 Growth ETF made up 0.25% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #44 holding.
  • McGlone Suttner Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.