Mill Creek Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mill Creek Capital 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 Q1	$6.31M	Sell	55,806 -525	-0.9%	-$63.1K	0.13%	48
2025 Q4	$6.94M	Sell	56,331 -645	-1%	-$78.9K	0.14%	49
2025 Q3	$6.88M	Hold	56,976	–	–	0.14%	49
2025 Q2	$6.27M	Buy	56,976 +2,845	+5%	+$282K	0.14%	48
2025 Q1	$5.02M	Sell	54,131 -36	-0.1%	-$3.63K	0.12%	51
2024 Q4	$5.5M	Hold	54,167	–	–	0.13%	49
2024 Q3	$5.19M	Buy	54,167 +2,551	+5%	+$236K	0.12%	51
2024 Q2	$4.78M	Sell	51,616 -1,158	-2%	-$99.8K	0.12%	58
2024 Q1	$4.46M	Sell	52,774 -476	-0.9%	-$38.2K	0.12%	56
2023 Q4	$4M	Sell	53,250 -635	-1%	-$45.2K	0.12%	57
2023 Q3	$3.69M	Hold	53,885	–	–	0.12%	51
2023 Q2	$3.8M	Hold	53,885	–	–	0.12%	51
2023 Q1	$3.44M	Hold	53,885	–	–	0.13%	48
2022 Q4	$3.15M	Buy	+53,885	New	+$3.24M	0.13%	49

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

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

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

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

Mill Creek Capital Advisors's IVW Position: Q1 2026 in Review

Mill Creek Capital Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.93% in Q1 2026, selling an estimated $63.1K and leaving 55,806 shares worth $6.31M. The position accounts for 0.13% of the portfolio, ranked #48.

Mill Creek Capital Advisors first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.94M in Q4 2025. 2,048 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Mill Creek Capital Advisors held 55,806 shares of iShares S&P 500 Growth ETF worth $6.31M as of Q1 2026.
Mill Creek Capital Advisors sold 525 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $63.1K.
iShares S&P 500 Growth ETF made up 0.13% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #48 holding.
Mill Creek Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's iShares S&P 500 Growth ETF position peaked at $6.94M in Q4 2025.
2,048 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.