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

Middleton & 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
Q1 		$833K Buy
7,365
+75
+1% +$9.02K 0.1% 103
2025
Q4 		$899K Sell
7,290
-250
-3% -$30.6K 0.1% 96
2025
Q3 		$910K Sell
7,540
-35
-0.5% -$4.03K 0.1% 102
2025
Q2 		$834K Sell
7,575
-25
-0.3% -$2.47K 0.09% 103
2025
Q1 		$705K Buy
7,600
+770
+11% +$77.6K 0.08% 103
2024
Q4 		$693K Sell
6,830
-390
-5% -$38.9K 0.08% 101
2024
Q3 		$691K Sell
7,220
-45
-0.6% -$4.16K 0.08% 105
2024
Q2 		$672K Sell
7,265
-55
-0.8% -$4.74K 0.08% 101
2024
Q1 		$618K Buy
7,320
+1,375
+23% +$110K 0.07% 105
2023
Q4 		$446K Sell
5,945
-756
-11% -$53.8K 0.06% 110
2023
Q3 		$458K Sell
6,701
-35
-0.5% -$2.48K 0.06% 104
2023
Q2 		$475K Hold
6,736
– – 0.06% 106
2023
Q1 		$430K Sell
6,736
-125
-2% -$7.64K 0.06% 114
2022
Q4 		$401K Sell
6,861
-15
-0.2% -$901 0.06% 120
2022
Q3 		$398K Sell
6,876
-186
-3% -$12.1K 0.06% 113
2022
Q2 		$426K Sell
7,062
-75
-1% -$4.96K 0.05% 120
2022
Q1 		$545K Buy
7,137
+76
+1% +$5.71K 0.06% 116
2021
Q4 		$591K Buy
7,061
+35
+0.5% +$2.82K 0.06% 119
2021
Q3 		$519K Buy
7,026
+610
+10% +$46.5K 0.06% 119
2021
Q2 		$467K Sell
6,416
-310
-5% -$21.5K 0.05% 118
2021
Q1 		$438K Buy
6,726
+1,000
+17% +$64.6K 0.05% 115
2020
Q4 		$365K Sell
5,726
-13,090
-70% -$794K 0.04% 124
2020
Q3 		$272K Buy
18,816
+13,952
+287% +$790K 0.04% 125
2020
Q2 		$252K Buy
+4,864
New +$233K 0.04% 135

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

Middleton & Co's IVW Position: Q1 2026 in Review

Middleton & Co increased its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q1 2026, buying an estimated $9.02K and bringing the position to 7,365 shares worth $833K. The position accounts for 0.1% of the portfolio, ranked #103.

Middleton & Co first reported a position in IVW in Q2 2020 and has held it in 24 quarters since. The position peaked at $910K in Q3 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Middleton & Co held 7,365 shares of iShares S&P 500 Growth ETF worth $833K as of Q1 2026.
  • Middleton & Co bought 75 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $9.02K.
  • iShares S&P 500 Growth ETF made up 0.1% of Middleton & Co's portfolio in Q1 2026, its #103 holding.
  • Middleton & Co first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Middleton & Co's iShares S&P 500 Growth ETF position peaked at $910K in Q3 2025.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.