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

MKT 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 Q3	$1.74M	Hold	12,062	–	–	0.56%	26
2026 Q2	$1.64M	Hold	12,062	–	–	0.51%	27
2026 Q1	$1.4M	Hold	12,062	–	–	0.47%	31
2025 Q4	$1.49M	Hold	12,062	–	–	0.51%	31
2025 Q3	$1.46M	Sell	12,062 -15	-0.1%	-$1.72K	0.54%	31
2025 Q2	$1.32M	Hold	12,077	–	–	0.52%	32
2025 Q1	$1.02M	Hold	12,077	–	–	0.48%	33
2024 Q4	$1.25M	Sell	12,077 -100	-0.8%	-$10K	0.55%	30
2024 Q3	$1.15M	Hold	12,177	–	–	0.54%	31
2024 Q2	$1.17M	Hold	12,177	–	–	0.58%	27
2024 Q1	$1.02M	Sell	12,177 -1,563	-11%	-$126K	0.56%	31
2023 Q4	$1M	Sell	13,740 -236	-2%	-$16.8K	0.66%	29
2023 Q3	$961K	Buy	13,976 +411	+3%	+$29.1K	0.73%	22
2023 Q2	$984K	Hold	13,565	–	–	0.69%	24
2023 Q1	$866K	Sell	13,565 -155	-1%	-$9.48K	0.65%	30
2022 Q4	$819K	Sell	13,720 -39	-0.3%	-$2.34K	0.62%	36
2022 Q3	$796K	Buy	13,759 +207	+2%	+$13.4K	0.69%	31
2022 Q2	$844K	Buy	13,552 +878	+7%	+$58.1K	0.66%	32
2022 Q1	$806K	Sell	12,674 -50	-0.4%	-$3.76K	0.61%	34
2021 Q4	$926K	Buy	+12,724	New	+$1.03M	0.73%	25

Other funds holding IVW

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

MKT Advisors's IVW Position: Q3 2026 in Review

MKT Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 12,062 shares worth $1.74M. The position accounts for 0.56% of the portfolio, ranked #26.

MKT Advisors first reported a position in IVW in Q4 2021 and has held it in 20 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

MKT Advisors held 12,062 shares of iShares S&P 500 Growth ETF worth $1.74M as of Q3 2026.
MKT Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.56% of MKT Advisors's portfolio in Q3 2026, its #26 holding.
MKT Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.