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 Q3	$3.44M	Sell	24,189 -361	-1%	-$50K	2.04%	10
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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

MFA Wealth Services's IVW Position: Q3 2026 in Review

MFA Wealth Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q3 2026, selling an estimated $50K and leaving 24,189 shares worth $3.44M. The position accounts for 2.04% of the portfolio, ranked #10.

MFA Wealth Services first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 633 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

MFA Wealth Services held 24,189 shares of iShares S&P 500 Growth ETF worth $3.44M as of Q3 2026.
MFA Wealth Services sold 361 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $50K.
iShares S&P 500 Growth ETF made up 2.04% of MFA Wealth Services's portfolio in Q3 2026, its #10 holding.
MFA Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
633 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.