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

Midwest Financial Network’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	$747K	Buy	+5,428	New	+$717K	0.51%	58

Other funds holding IVW

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Midwest Financial Network opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 5,428 shares worth $747K. The stake represents 0.51% of the portfolio and ranks #58 among its holdings.

770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Midwest Financial Network held 5,428 shares of iShares S&P 500 Growth ETF worth $747K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Midwest Financial Network position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.51% of Midwest Financial Network's portfolio in Q2 2026, its #58 holding.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.