MDA
IVW icon

Minot DeBlois Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Minot DeBlois 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
Q2 		$6.88K Hold
50
– – 0.01% 157
2026
Q1 		$5.66K Hold
50
– – 0.01% 153
2025
Q4 		$6.16K Sell
50
-15
-23% -$1.84K 0.01% 138
2025
Q3 		$7.85K Hold
65
– – 0.01% 157
2025
Q2 		$7.16K Hold
65
– – 0.01% 170
2025
Q1 		$6.03K Hold
65
– – 0.01% 184
2024
Q4 		$6.6K Buy
+65
New +$6.48K 0.01% 225

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

Minot DeBlois Advisors's IVW Position: Q2 2026 in Review

Minot DeBlois Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 50 shares worth $6.88K. The position accounts for 0.01% of the portfolio, ranked #157.

Minot DeBlois Advisors first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.85K in Q3 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Minot DeBlois Advisors held 50 shares of iShares S&P 500 Growth ETF worth $6.88K as of Q2 2026.
  • Minot DeBlois Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.01% of Minot DeBlois Advisors's portfolio in Q2 2026, its #157 holding.
  • Minot DeBlois Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Minot DeBlois Advisors's iShares S&P 500 Growth ETF position peaked at $7.85K in Q3 2025.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.