Midland Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Midland Wealth Advisors’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	$66.1M	Sell	480,380 -22,452	-4%	-$2.96M	3.1%	10
2026 Q1	$56.9M	Sell	502,832 -127,346	-20%	-$15.3M	2.93%	10
2025 Q4	$77.7M	Sell	630,178 -50,060	-7%	-$6.13M	4.04%	7
2025 Q3	$82.1M	Sell	680,238 -457,677	-40%	-$52.6M	4.39%	7
2025 Q2	$125M	Buy	1,137,915 +7,125	+0.6%	+$705K	6.92%	6
2025 Q1	$105M	Sell	1,130,790 -25,977	-2%	-$2.62M	6.18%	7
2024 Q4	$117M	Sell	1,156,767 -23,204	-2%	-$2.31M	7.07%	6
2024 Q3	$113M	Sell	1,179,971 -126,022	-10%	-$11.6M	6.62%	7
2024 Q2	$121M	Sell	1,305,993 -21,821	-2%	-$1.88M	7.17%	5
2024 Q1	$112M	Sell	1,327,814 -5,529	-0.4%	-$444K	6.9%	6
2023 Q4	$100M	Buy	+1,333,343	New	+$94.9M	6.86%	5

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Midland Wealth Advisors's IVW Position: Q2 2026 in Review

Midland Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.5% in Q2 2026, selling an estimated $2.96M and leaving 480,380 shares worth $66.1M. The position accounts for 3.1% of the portfolio, ranked #10.

Midland Wealth Advisors first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $125M in Q2 2025. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Midland Wealth Advisors held 480,380 shares of iShares S&P 500 Growth ETF worth $66.1M as of Q2 2026.
Midland Wealth Advisors sold 22,452 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.96M.
iShares S&P 500 Growth ETF made up 3.1% of Midland Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Midland Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $125M in Q2 2025.
2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.