Mitchell McLeod Pugh & Williams’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mitchell McLeod Pugh & Williams’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	$873K	Buy	6,347 +27	+0.4%	+$3.56K	0.11%	160
2026 Q1	$715K	Hold	6,320	–	–	0.11%	158
2025 Q4	$766K	Hold	6,320	–	–	0.11%	152
2025 Q3	$794K	Sell	6,320 -5,174	-45%	-$595K	0.13%	137
2025 Q2	$1.27M	Buy	11,494 +617	+6%	+$61.1K	0.24%	92
2025 Q1	$1.01M	Sell	10,877 -66	-0.6%	-$6.65K	0.21%	107
2024 Q4	$1.11M	Hold	10,943	–	–	0.23%	91
2024 Q3	$1.05M	Sell	10,943 -1,248	-10%	-$115K	0.22%	101
2024 Q2	$1.13M	Buy	12,191 +1,248	+11%	+$108K	0.26%	84
2024 Q1	$924K	Sell	10,943 -14	-0.1%	-$1.13K	0.22%	104
2023 Q4	$823K	Sell	10,957 -92	-0.8%	-$6.55K	0.22%	105
2023 Q3	$756K	Sell	11,049 -278	-2%	-$19.7K	0.22%	106
2023 Q2	$798K	Buy	11,327 +5,088	+82%	+$336K	0.23%	105
2023 Q1	$399K	Sell	6,239 -1,016	-14%	-$62.1K	0.12%	171
2022 Q4	$424K	Sell	7,255 -60	-0.8%	-$3.6K	0.14%	161
2022 Q3	$423K	Buy	+7,315	New	+$475K	0.16%	144

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

Mitchell McLeod Pugh & Williams's IVW Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its iShares S&P 500 Growth ETF (IVW) stake by 0.43% in Q2 2026, buying an estimated $3.56K and bringing the position to 6,347 shares worth $873K. The position accounts for 0.11% of the portfolio, ranked #160.

Mitchell McLeod Pugh & Williams first reported a position in IVW in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q2 2025. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Mitchell McLeod Pugh & Williams held 6,347 shares of iShares S&P 500 Growth ETF worth $873K as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 27 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.56K.
iShares S&P 500 Growth ETF made up 0.11% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #160 holding.
Mitchell McLeod Pugh & Williams first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 16 quarters since.
Mitchell McLeod Pugh & Williams's iShares S&P 500 Growth ETF position peaked at $1.27M in Q2 2025.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.