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

Menard Financial 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 Q1	$241K	Hold	2,129	–	–	0.17%	74
2025 Q4	$262K	Hold	2,129	–	–	0.18%	74
2025 Q3	$257K	Hold	2,129	–	–	0.17%	77
2025 Q2	$234K	Hold	2,129	–	–	0.14%	87
2025 Q1	$205K	Sell	2,129 -34	-2%	-$3.43K	0.13%	95
2024 Q4	$220K	Hold	2,163	–	–	0.13%	103
2024 Q3	$207K	Hold	2,163	–	–	0.14%	108
2024 Q2	$200K	Buy	+2,163	New	+$186K	0.14%	105
2023 Q2	–	Sell	-4,054	Closed	-$259K	–	73
2023 Q1	$259K	Buy	+4,054	New	+$248K	0.6%	45
2022 Q4	–	Sell	-4,920	Closed	-$285K	–	85
2022 Q3	$285K	Buy	+4,920	New	+$320K	0.52%	58

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

Menard Financial Group's IVW Position: Q1 2026 in Review

Menard Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,129 shares worth $241K. The position accounts for 0.17% of the portfolio, ranked #74.

Menard Financial Group first reported a position in IVW in Q3 2022 and has held it in 10 quarters since. The position peaked at $285K in Q3 2022. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Menard Financial Group held 2,129 shares of iShares S&P 500 Growth ETF worth $241K as of Q1 2026.
Menard Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.17% of Menard Financial Group's portfolio in Q1 2026, its #74 holding.
Menard Financial Group first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 10 quarters since.
Menard Financial Group's iShares S&P 500 Growth ETF position peaked at $285K in Q3 2022.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.