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McHugh Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

McHugh Group’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 		$1.41M Hold
10,250
– – 0.72% 28
2026
Q1 		$1.16M Hold
10,250
– – 0.69% 29
2025
Q4 		$1.26M Hold
10,250
– – 0.72% 25
2025
Q3 		$1.24M Hold
10,250
– – 0.74% 26
2025
Q2 		$1.13M Hold
10,250
– – 0.75% 24
2025
Q1 		$952K Hold
10,250
– – 0.72% 23
2024
Q4 		$1.04M Buy
+10,250
New +$1.02M 0.78% 24

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

McHugh Group's IVW Position: Q2 2026 in Review

McHugh Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 10,250 shares worth $1.41M. The position accounts for 0.72% of the portfolio, ranked #28.

McHugh Group first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • McHugh Group held 10,250 shares of iShares S&P 500 Growth ETF worth $1.41M as of Q2 2026.
  • McHugh Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.72% of McHugh Group's portfolio in Q2 2026, its #28 holding.
  • McHugh Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.