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MGB Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

MGB Wealth Management’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
2025
Q4 		$110K Hold
892
– – 0.03% 241
2025
Q3 		$108K Buy
892
+780
+696% +$89.7K 0.03% 245
2025
Q2 		$12.3K Buy
+112
New +$11.1K ﹤0.01% 291

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MGB Wealth Management's IVW Position: Q4 2025 in Review

MGB Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2025 at 892 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #241.

MGB Wealth Management first reported a position in IVW in Q2 2025 and has held it in 3 quarters since. 2,074 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • MGB Wealth Management held 892 shares of iShares S&P 500 Growth ETF worth $110K as of Q4 2025.
  • MGB Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q4 2025.
  • iShares S&P 500 Growth ETF made up 0.03% of MGB Wealth Management's portfolio in Q4 2025, its #241 holding.
  • MGB Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 2,074 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.