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 Q3	$258K	Hold	1,812	–	–	0.04%	124
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

MinichMacGregor Wealth Management's IVW Position: Q3 2026 in Review

MinichMacGregor Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,812 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #124.

MinichMacGregor Wealth Management first reported a position in IVW in Q4 2015 and has held it in 16 quarters since. The position peaked at $289K in Q4 2018. 1,668 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

MinichMacGregor Wealth Management held 1,812 shares of iShares S&P 500 Growth ETF worth $258K as of Q3 2026.
MinichMacGregor Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #124 holding.
MinichMacGregor Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 16 quarters since.
MinichMacGregor Wealth Management's iShares S&P 500 Growth ETF position peaked at $289K in Q4 2018.
1,668 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.