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Mid-American Wealth Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mid-American Wealth Advisory 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
2025
Q3 		– Sell
-125
Closed -$13.8K – 174
2025
Q2 		$13.8K Buy
+125
New +$12.4K 0.01% 140

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mid-American Wealth Advisory Group's IVW Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 125 shares — an estimated $13.8K sold.

Mid-American Wealth Advisory Group first reported a position in IVW in Q2 2025 and held it in 1 quarter. The position peaked at $13.8K in Q2 2025. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 125 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $13.8K.
  • Mid-American Wealth Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's iShares S&P 500 Growth ETF position peaked at $13.8K in Q2 2025.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.