McIlrath & Eck’s iShares S&P 500 Growth ETF IVW Stock Holding History

McIlrath & Eck’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	$25.7K	Hold	227	–	–	﹤0.01%	736
2025 Q4	$28K	Hold	227	–	–	﹤0.01%	452
2025 Q3	$27.4K	Hold	227	–	–	﹤0.01%	437
2025 Q2	$25K	Hold	227	–	–	﹤0.01%	444
2025 Q1	$21.1K	Hold	227	–	–	﹤0.01%	474
2024 Q4	$23K	Sell	227 -79	-26%	-$7.88K	﹤0.01%	458
2024 Q3	$29.3K	Hold	306	–	–	﹤0.01%	411
2024 Q2	$28.3K	Hold	306	–	–	﹤0.01%	377
2024 Q1	$25.8K	Hold	306	–	–	﹤0.01%	399
2023 Q4	$23K	Hold	306	–	–	﹤0.01%	386
2023 Q3	$20.9K	Hold	306	–	–	﹤0.01%	395
2023 Q2	$21.6K	Hold	306	–	–	﹤0.01%	407
2023 Q1	$19.6K	Hold	306	–	–	﹤0.01%	417
2022 Q4	$17.9K	Hold	306	–	–	﹤0.01%	431
2022 Q3	$18K	Hold	306	–	–	﹤0.01%	421
2022 Q2	$18K	Hold	306	–	–	0.01%	402
2022 Q1	$23K	Hold	306	–	–	0.01%	371
2021 Q4	$26K	Sell	306 -28	-8%	-$2.26K	0.01%	354
2021 Q3	$25K	Sell	334 -66	-17%	-$5.03K	0.01%	354
2021 Q2	$29K	Hold	400	–	–	0.01%	319
2021 Q1	$26K	Hold	400	–	–	0.01%	300
2020 Q4	$26K	Hold	400	–	–	0.01%	265
2020 Q3	$23K	Hold	400	–	–	0.01%	240
2020 Q2	$21K	Hold	400	–	–	0.01%	234
2020 Q1	$17K	Hold	400	–	–	0.01%	214
2019 Q4	$19K	Hold	400	–	–	0.01%	248
2019 Q3	$18K	Hold	400	–	–	0.01%	233
2019 Q2	$17K	Hold	400	–	–	0.01%	224
2019 Q1	$17K	Hold	400	–	–	0.01%	224
2018 Q4	$15K	Sell	400 -396	-50%	-$16K	0.01%	227
2018 Q3	$35K	Buy	796 +268	+51%	+$11.5K	0.02%	150
2018 Q2	$21K	Hold	528	–	–	0.01%	193
2018 Q1	$20K	Hold	528	–	–	0.01%	184
2017 Q4	$20K	Buy	+528	New	+$19.7K	0.01%	188

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

McIlrath & Eck's IVW Position: Q1 2026 in Review

McIlrath & Eck held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 227 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

McIlrath & Eck first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. The position peaked at $35K in Q3 2018. 2,048 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

McIlrath & Eck held 227 shares of iShares S&P 500 Growth ETF worth $25.7K as of Q1 2026.
McIlrath & Eck left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #736 holding.
McIlrath & Eck first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
McIlrath & Eck's iShares S&P 500 Growth ETF position peaked at $35K in Q3 2018.
2,048 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.