Medallion Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Medallion Wealth Advisors’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	$7.24K	Sell	64 -6	-9%	-$722	﹤0.01%	815
2025 Q4	$8.63K	Hold	70	–	–	﹤0.01%	772
2025 Q3	$8.45K	Hold	70	–	–	﹤0.01%	776
2025 Q2	$7.63K	Sell	70 -42	-38%	-$4.16K	﹤0.01%	770
2025 Q1	$10.5K	Buy	112 +24	+27%	+$2.42K	﹤0.01%	678
2024 Q4	$8.94K	Buy	+88	New	+$8.78K	﹤0.01%	681

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Medallion Wealth Advisors's IVW Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.6% in Q1 2026, selling an estimated $722 and leaving 64 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Medallion Wealth Advisors first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.5K in Q1 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Medallion Wealth Advisors held 64 shares of iShares S&P 500 Growth ETF worth $7.24K as of Q1 2026.
Medallion Wealth Advisors sold 6 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $722.
iShares S&P 500 Growth ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #815 holding.
Medallion Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $10.5K in Q1 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.