McGlone Suttner Wealth Management
IVW icon

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
Q3 		$2.24M Buy
15,775
+2
+0% +$277 0.26% 43
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

McGlone Suttner Wealth Management's IVW Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q3 2026, buying an estimated $277 and bringing the position to 15,775 shares worth $2.24M. The position accounts for 0.26% of the portfolio, ranked #43.

McGlone Suttner Wealth Management first reported a position in IVW in Q4 2022 and has held it in 16 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • McGlone Suttner Wealth Management held 15,775 shares of iShares S&P 500 Growth ETF worth $2.24M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 2 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $277.
  • iShares S&P 500 Growth ETF made up 0.26% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #43 holding.
  • McGlone Suttner Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.