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MFA Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

MFA Wealth Services’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 		$3.38M Sell
24,550
-178
-0.7% -$23.5K 2.02% 9
2026
Q1 		$2.8M Sell
24,728
-64
-0.3% -$7.7K 1.85% 9
2025
Q4 		$3.06M Sell
24,792
-37
-0.1% -$4.53K 2.06% 9
2025
Q3 		$3M Buy
24,829
+78
+0.3% +$8.97K 2.07% 9
2025
Q2 		$2.73M Buy
24,751
+218
+0.9% +$21.6K 2.05% 9
2025
Q1 		$2.28M Sell
24,533
-159
-0.6% -$16K 1.87% 11
2024
Q4 		$2.51M Buy
+24,692
New +$2.46M 2.01% 10

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

MFA Wealth Services's IVW Position: Q2 2026 in Review

MFA Wealth Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.72% in Q2 2026, selling an estimated $23.5K and leaving 24,550 shares worth $3.38M. The position accounts for 2.02% of the portfolio, ranked #9.

MFA Wealth Services first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • MFA Wealth Services held 24,550 shares of iShares S&P 500 Growth ETF worth $3.38M as of Q2 2026.
  • MFA Wealth Services sold 178 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $23.5K.
  • iShares S&P 500 Growth ETF made up 2.02% of MFA Wealth Services's portfolio in Q2 2026, its #9 holding.
  • MFA Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.