MFG
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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
Q2 		$17.1M Buy
124,345
+6,750
+6% +$891K 6% 1
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Midwest Financial Group's IVW Position: Q2 2026 in Review

Midwest Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 5.7% in Q2 2026, buying an estimated $891K and bringing the position to 124,345 shares worth $17.1M. The position accounts for 6% of the portfolio, ranked #1.

Midwest Financial Group first reported a position in IVW in Q1 2023 and has held it in 14 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Midwest Financial Group held 124,345 shares of iShares S&P 500 Growth ETF worth $17.1M as of Q2 2026.
  • Midwest Financial Group bought 6,750 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $891K.
  • iShares S&P 500 Growth ETF made up 6% of Midwest Financial Group's portfolio in Q2 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 14 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.