Midwest Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Midwest Financial 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
2026 Q1	$13.3M	Buy	117,595 +3,837	+3%	+$461K	5.67%	1
2025 Q4	$14M	Buy	113,758 +214	+0.2%	+$26.2K	6.19%	1
2025 Q3	$13.7M	Buy	113,544 +2,420	+2%	+$278K	6.53%	2
2025 Q2	$12.2M	Sell	111,124 -3,831	-3%	-$379K	6.43%	2
2025 Q1	$10.7M	Buy	114,955 +3,823	+3%	+$385K	6.2%	2
2024 Q4	$11.3M	Buy	111,132 +3,513	+3%	+$350K	6.48%	1
2024 Q3	$10.3M	Buy	107,619 +13,066	+14%	+$1.21M	6.05%	2
2024 Q2	$8.75M	Buy	94,553 +11,113	+13%	+$958K	5.57%	2
2024 Q1	$7.05M	Buy	83,440 +31,339	+60%	+$2.52M	4.73%	3
2023 Q4	$3.91M	Sell	52,101 -2,600	-5%	-$185K	2.92%	8
2023 Q3	$3.74M	Buy	54,701 +1,490	+3%	+$105K	3.17%	8
2023 Q2	$3.75M	Sell	53,211 -766	-1%	-$50.6K	3.18%	8
2023 Q1	$3.45M	Buy	+53,977	New	+$3.3M	3.18%	8

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Midwest Financial Group's IVW Position: Q1 2026 in Review

Midwest Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q1 2026, buying an estimated $461K and bringing the position to 117,595 shares worth $13.3M. The position accounts for 5.67% of the portfolio, ranked #1.

Midwest Financial Group first reported a position in IVW in Q1 2023 and has held it in 13 quarters since. The position peaked at $14M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Midwest Financial Group held 117,595 shares of iShares S&P 500 Growth ETF worth $13.3M as of Q1 2026.
Midwest Financial Group bought 3,837 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $461K.
iShares S&P 500 Growth ETF made up 5.67% of Midwest Financial Group's portfolio in Q1 2026, its #1 holding.
Midwest Financial Group first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's iShares S&P 500 Growth ETF position peaked at $14M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.