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 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

MJT & Associates Financial Advisory's IVW Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.1% in Q2 2026, selling an estimated $2.04M and leaving 174,815 shares worth $24M. The position accounts for 15.9% of the portfolio, ranked #3.

MJT & Associates Financial Advisory first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 654 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

MJT & Associates Financial Advisory held 174,815 shares of iShares S&P 500 Growth ETF worth $24M as of Q2 2026.
MJT & Associates Financial Advisory sold 15,416 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.04M.
iShares S&P 500 Growth ETF made up 15.9% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #3 holding.
MJT & Associates Financial Advisory first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
654 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.