MJT & Associates Financial Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

MJT & Associates Financial Advisory’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	$26.1M	Buy	183,800 +8,985	+5%	+$1.25M	16.91%	2
2026 Q2	$24M	Sell	174,815 -15,416	-8%	-$2.04M	15.9%	3
2026 Q1	$21.5M	Buy	190,231 +1,321	+0.7%	+$159K	15.8%	3
2025 Q4	$23.3M	Buy	188,910 +2,550	+1%	+$312K	17.38%	2
2025 Q3	$22.5M	Buy	186,360 +16,066	+9%	+$1.85M	18.3%	2
2025 Q2	$18.7M	Buy	170,294 +4,635	+3%	+$459K	23.26%	1
2025 Q1	$15.4M	Buy	+165,659	New	+$16.7M	14.77%	2

Other funds holding IVW

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MJT & Associates Financial Advisory's IVW Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its iShares S&P 500 Growth ETF (IVW) stake by 5.1% in Q3 2026, buying an estimated $1.25M and bringing the position to 183,800 shares worth $26.1M. The position accounts for 16.91% of the portfolio, ranked #2.

MJT & Associates Financial Advisory first reported a position in IVW in Q1 2025 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

MJT & Associates Financial Advisory held 183,800 shares of iShares S&P 500 Growth ETF worth $26.1M as of Q3 2026.
MJT & Associates Financial Advisory bought 8,985 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.25M.
iShares S&P 500 Growth ETF made up 16.91% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #2 holding.
MJT & Associates Financial Advisory first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 7 quarters since.
77 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.