MinichMacGregor Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

MinichMacGregor Wealth Management’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	$249K	Buy	+1,812	New	+$239K	0.04%	132
2023 Q1	–	Sell	-332	Closed	-$19.4K	–	353
2022 Q4	$19.4K	Buy	+332	New	+$19.9K	0.01%	324
2019 Q1	–	Sell	-8,056	Closed	-$289K	–	85
2018 Q4	$289K	Buy	8,056 +6,924	+612%	+$280K	0.2%	81
2018 Q3	$50K	Hold	1,132	–	–	0.03%	123
2018 Q2	$46K	Hold	1,132	–	–	0.03%	119
2018 Q1	$43K	Sell	1,132 -152	-12%	-$6.06K	0.03%	120
2017 Q4	$49K	Hold	1,284	–	–	0.04%	117
2017 Q3	$46K	Hold	1,284	–	–	0.04%	110
2017 Q2	$43K	Hold	1,284	–	–	0.04%	107
2017 Q1	$42K	Hold	1,284	–	–	0.04%	113
2016 Q4	$39K	Hold	1,284	–	–	0.04%	124
2016 Q3	$39K	Hold	1,284	–	–	0.04%	134
2016 Q2	$37K	Sell	1,284 -172	-12%	-$4.99K	0.03%	132
2016 Q1	$42K	Hold	1,456	–	–	0.04%	117
2015 Q4	$42K	Buy	+1,456	New	+$42.3K	0.04%	114

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

MinichMacGregor Wealth Management's IVW Position: Q2 2026 in Review

MinichMacGregor Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,812 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in IVW as recently as Q4 2022.

MinichMacGregor Wealth Management first reported a position in IVW in Q4 2015 and has held it in 15 quarters since. The position peaked at $289K in Q4 2018. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

MinichMacGregor Wealth Management held 1,812 shares of iShares S&P 500 Growth ETF worth $249K as of Q2 2026.
iShares S&P 500 Growth ETF was a new MinichMacGregor Wealth Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #132 holding.
MinichMacGregor Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 15 quarters since.
MinichMacGregor Wealth Management's iShares S&P 500 Growth ETF position peaked at $289K in Q4 2018.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.