Middleton & Co
IVW icon

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
Q3 		$984K Sell
6,915
-465
-6% -$64.5K 0.1% 99
2026
Q2 		$1.01M Buy
7,380
+15
+0.2% +$1.98K 0.11% 99
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 Buy
5,726
+1,022
+22% +$62K 0.04% 124
2020
Q3 		$272K Sell
4,704
-160
-3% -$9.06K 0.04% 125
2020
Q2 		$252K Buy
+4,864
New +$233K 0.04% 135

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Middleton & Co's IVW Position: Q3 2026 in Review

Middleton & Co reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.3% in Q3 2026, selling an estimated $64.5K and leaving 6,915 shares worth $984K. The position accounts for 0.1% of the portfolio, ranked #99.

Middleton & Co first reported a position in IVW in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.01M in Q2 2026. 1,061 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Middleton & Co held 6,915 shares of iShares S&P 500 Growth ETF worth $984K as of Q3 2026.
  • Middleton & Co sold 465 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $64.5K.
  • iShares S&P 500 Growth ETF made up 0.1% of Middleton & Co's portfolio in Q3 2026, its #99 holding.
  • Middleton & Co first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • Middleton & Co's iShares S&P 500 Growth ETF position peaked at $1.01M in Q2 2026.
  • 1,061 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.