Mission Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.52M | Buy |
39,998
+2,469
| +7% | +$297K | 0.09% | 119 |
|
|
2025
Q4 | $4.63M | Sell |
37,529
-252
| -0.7% | -$30.8K | 0.09% | 121 |
|
|
2025
Q3 | $4.56M | Sell |
37,781
-3,096
| -8% | -$356K | 0.09% | 126 |
|
|
2025
Q2 | $4.5M | Buy |
40,877
+1
| +0% | +$99 | 0.1% | 127 |
|
|
2025
Q1 | $3.79M | Sell |
40,876
-552
| -1% | -$55.6K | 0.09% | 124 |
|
|
2024
Q4 | $4.21M | Buy |
41,428
+2,246
| +6% | +$224K | 0.1% | 107 |
|
|
2024
Q3 | $3.75M | Buy |
39,182
+110
| +0.3% | +$10.2K | 0.09% | 120 |
|
|
2024
Q2 | $3.62M | Sell |
39,072
-9,778
| -20% | -$843K | 0.1% | 120 |
|
|
2024
Q1 | $4.12M | Buy |
48,850
+9,848
| +25% | +$791K | 0.11% | 115 |
|
|
2023
Q4 | $2.93M | Sell |
39,002
-1,021
| -3% | -$72.7K | 0.1% | 111 |
|
|
2023
Q3 | $2.74M | Buy |
40,023
+1,958
| +5% | +$139K | 0.1% | 105 |
|
|
2023
Q2 | $2.68M | Sell |
38,065
-5,292
| -12% | -$350K | 0.1% | 104 |
|
|
2023
Q1 | $2.77M | Sell |
43,357
-7,735
| -15% | -$473K | 0.12% | 103 |
|
|
2022
Q4 | $2.99M | Sell |
51,092
-7,209
| -12% | -$433K | 0.14% | 93 |
|
|
2022
Q3 | $3.37M | Buy |
58,301
+3,661
| +7% | +$238K | 0.18% | 81 |
|
|
2022
Q2 | $3.3M | Buy |
54,640
+39,346
| +257% | +$2.6M | 0.17% | 76 |
|
|
2022
Q1 | $1.17M | Buy |
15,294
+1,829
| +14% | +$137K | 0.05% | 173 |
|
|
2021
Q4 | $1.13M | Sell |
13,465
-65
| -0.5% | -$5.24K | 0.05% | 180 |
|
|
2021
Q3 | $1M | Sell |
13,530
-30
| -0.2% | -$2.29K | 0.05% | 176 |
|
|
2021
Q2 | $986K | Sell |
13,560
-161
| -1% | -$11.1K | 0.05% | 172 |
|
|
2021
Q1 | $893K | Sell |
13,721
-259
| -2% | -$16.7K | 0.05% | 161 |
|
|
2020
Q4 | $892K | Sell |
13,980
-716
| -5% | -$43.4K | 0.06% | 155 |
|
|
2020
Q3 | $849K | Buy |
14,696
+540
| +4% | +$30.6K | 0.06% | 144 |
|
|
2020
Q2 | $734K | Sell |
14,156
-932
| -6% | -$44.7K | 0.06% | 147 |
|
|
2020
Q1 | $623K | Sell |
15,088
-680
| -4% | -$32.2K | 0.07% | 132 |
|
|
2019
Q4 | $763K | Sell |
15,768
-60
| -0.4% | -$2.78K | 0.07% | 135 |
|
|
2019
Q3 | $712K | Sell |
15,828
-340
| -2% | -$15.4K | 0.08% | 130 |
|
|
2019
Q2 | $724K | Buy |
16,168
+396
| +3% | +$17.4K | 0.08% | 127 |
|
|
2019
Q1 | $680K | Sell |
15,772
-240
| -1% | -$9.83K | 0.08% | 131 |
|
|
2018
Q4 | $603K | Sell |
16,012
-360
| -2% | -$14.6K | 0.08% | 128 |
|
|
2018
Q3 | $725K | Hold |
16,372
| – | – | 0.1% | 114 |
|
|
2018
Q2 | $666K | Sell |
16,372
-3,160
| -16% | -$127K | 0.1% | 111 |
|
|
2018
Q1 | $757K | Sell |
19,532
-260
| -1% | -$10.4K | 0.12% | 88 |
|
|
2017
Q4 | $756K | Buy |
19,792
+904
| +5% | +$33.8K | 0.13% | 83 |
|
|
2017
Q3 | $677K | Buy |
18,888
+1,620
| +9% | +$57.1K | 0.12% | 85 |
|
|
2017
Q2 | $591K | Buy |
17,268
+136
| +0.8% | +$4.61K | 0.11% | 88 |
|
|
2017
Q1 | $563K | Sell |
17,132
-1,000
| -6% | -$32.1K | 0.11% | 89 |
|
|
2016
Q4 | $552K | Buy |
18,132
+1,600
| +10% | +$48.3K | 0.11% | 89 |
|
|
2016
Q3 | $503K | Hold |
16,532
| – | – | 0.12% | 88 |
|
|
2016
Q2 | $482K | Buy |
+16,532
| New | +$480K | 0.13% | 81 |
|
Other funds holding IVW
Mission Wealth Management's IVW Position: Q1 2026 in Review
Mission Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 6.6% in Q1 2026, buying an estimated $297K and bringing the position to 39,998 shares worth $4.52M. The position accounts for 0.09% of the portfolio, ranked #119.
Mission Wealth Management first reported a position in IVW in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.63M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Mission Wealth Management held 39,998 shares of iShares S&P 500 Growth ETF worth $4.52M as of Q1 2026.
- Mission Wealth Management bought 2,469 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $297K.
- iShares S&P 500 Growth ETF made up 0.09% of Mission Wealth Management's portfolio in Q1 2026, its #119 holding.
- Mission Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 40 quarters since.
- Mission Wealth Management's iShares S&P 500 Growth ETF position peaked at $4.63M in Q4 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.