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 Q3	$1.46M	Hold	10,250	–	–	0.71%	26
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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

McHugh Group's IVW Position: Q3 2026 in Review

McHugh Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 10,250 shares worth $1.46M. The position accounts for 0.71% of the portfolio, ranked #26.

McHugh Group first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 1,061 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

McHugh Group held 10,250 shares of iShares S&P 500 Growth ETF worth $1.46M as of Q3 2026.
McHugh Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.71% of McHugh Group's portfolio in Q3 2026, its #26 holding.
McHugh Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
1,061 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.