McMorgan & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

McMorgan & Co’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	$25.7M	Sell	186,940 -9,374	-5%	-$1.24M	3.87%	9
2026 Q1	$22.2M	Buy	196,314 +2,020	+1%	+$243K	3.59%	10
2025 Q4	$23.9M	Sell	194,294 -1,660	-0.8%	-$203K	3.97%	8
2025 Q3	$23.7M	Sell	195,954 -38,186	-16%	-$4.39M	3.64%	8
2025 Q2	$25.8M	Sell	234,140 -4,727	-2%	-$468K	3.8%	8
2025 Q1	$22.2M	Buy	238,867 +1,929	+0.8%	+$194K	3.55%	7
2024 Q4	$24.1M	Sell	236,938 -21,812	-8%	-$2.18M	3.72%	7
2024 Q3	$24.8M	Sell	258,750 -14,039	-5%	-$1.3M	3.82%	8
2024 Q2	$25.2M	Buy	272,789 +79,075	+41%	+$6.82M	4.01%	8
2024 Q1	$16.4M	Sell	193,714 -3,567	-2%	-$287K	2.81%	9
2023 Q4	$14.8M	Sell	197,281 -11,589	-6%	-$825K	2.46%	11
2023 Q3	$14.3M	Sell	208,870 -520	-0.2%	-$36.8K	2.64%	10
2023 Q2	$14.8M	Buy	+209,390	New	+$13.8M	2.78%	8

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

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

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

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

McMorgan & Co's IVW Position: Q2 2026 in Review

McMorgan & Co reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.8% in Q2 2026, selling an estimated $1.24M and leaving 186,940 shares worth $25.7M. The position accounts for 3.87% of the portfolio, ranked #9.

McMorgan & Co first reported a position in IVW in Q2 2023 and has held it in 13 quarters since. The position peaked at $25.8M in Q2 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

McMorgan & Co held 186,940 shares of iShares S&P 500 Growth ETF worth $25.7M as of Q2 2026.
McMorgan & Co sold 9,374 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.24M.
iShares S&P 500 Growth ETF made up 3.87% of McMorgan & Co's portfolio in Q2 2026, its #9 holding.
McMorgan & Co first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
McMorgan & Co's iShares S&P 500 Growth ETF position peaked at $25.8M in Q2 2025.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.