MAM
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MMA Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

MMA Asset Management’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
Q1 		$1.33M Buy
11,770
+426
+4% +$51.2K 0.47% 47
2025
Q4 		$1.4M Sell
11,344
-10
-0.1% -$1.22K 0.5% 44
2025
Q3 		$1.37M Sell
11,354
-22
-0.2% -$2.53K 0.46% 48
2025
Q2 		$1.25M Sell
11,376
-271
-2% -$26.8K 0.48% 47
2025
Q1 		$1.08M Sell
11,647
-8
-0.1% -$807 0.46% 40
2024
Q4 		$1.18M Sell
11,655
-35,046
-75% -$3.5M 0.52% 38
2024
Q3 		$3.52M Buy
46,701
+26,870
+135% +$2.48M 0.94% 25
2024
Q2 		$1.84M Sell
19,831
-16
-0.1% -$1.38K 0.86% 25
2024
Q1 		$1.68M Sell
19,847
-5,270
-21% -$423K 0.79% 27
2023
Q4 		$1.89M Sell
25,117
-9,867
-28% -$702K 1% 28
2023
Q3 		$2.39M Sell
34,984
-10,584
-23% -$749K 1.38% 21
2023
Q2 		$3.21M Buy
45,568
+1,223
+3% +$80.8K 1.88% 12
2023
Q1 		$2.83M Buy
44,345
+168
+0.4% +$10.3K 2.03% 13
2022
Q4 		$2.58M Sell
44,177
-137,525
-76% -$8.26M 2.11% 11
2022
Q3 		$10.5M Buy
181,702
+4,033
+2% +$262K 9.07% 3
2022
Q2 		$10.7M Sell
177,669
-8,282
-4% -$548K 9.22% 2
2022
Q1 		$11.9M Buy
185,951
+9,395
+5% +$706K 9.42% 2
2021
Q4 		$14.8M Sell
176,556
-22,448
-11% -$1.81M 10.45% 1
2021
Q3 		$14.7M Buy
199,004
+358
+0.2% +$27.3K 11.23% 1
2021
Q2 		$14.4M Sell
198,646
-8,406
-4% -$582K 10.96% 1
2021
Q1 		$13.5M Sell
207,052
-24,131
-10% -$1.56M 11.67% 1
2020
Q4 		$14.8M Buy
+231,183
New +$14M 14.34% 1

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MMA Asset Management's IVW Position: Q1 2026 in Review

MMA Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q1 2026, buying an estimated $51.2K and bringing the position to 11,770 shares worth $1.33M. The position accounts for 0.47% of the portfolio, ranked #47.

MMA Asset Management first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.8M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • MMA Asset Management held 11,770 shares of iShares S&P 500 Growth ETF worth $1.33M as of Q1 2026.
  • MMA Asset Management bought 426 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $51.2K.
  • iShares S&P 500 Growth ETF made up 0.47% of MMA Asset Management's portfolio in Q1 2026, its #47 holding.
  • MMA Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • MMA Asset Management's iShares S&P 500 Growth ETF position peaked at $14.8M in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.