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Michael Brady & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Michael Brady & Co’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 		$291K Hold
2,119
– – 0.26% 44
2026
Q1 		$240K Buy
2,119
+2
+0.1% +$241 0.24% 49
2025
Q4 		$261K Buy
+2,117
New +$259K 0.26% 45

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Michael Brady & Co's IVW Position: Q2 2026 in Review

Michael Brady & Co held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,119 shares worth $291K. The position accounts for 0.26% of the portfolio, ranked #44.

Michael Brady & Co first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Michael Brady & Co held 2,119 shares of iShares S&P 500 Growth ETF worth $291K as of Q2 2026.
  • Michael Brady & Co left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.26% of Michael Brady & Co's portfolio in Q2 2026, its #44 holding.
  • Michael Brady & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Michael Brady & Co's 13F filing for Q2 2026, filed 14 Aug 2026.