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

MN Wealth 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	$1.51M	Buy	10,639 +685	+7%	+$95K	0.61%	30
2026 Q2	$1.37M	Buy	9,954 +737	+8%	+$97.3K	0.58%	32
2026 Q1	$1.04M	Buy	9,217 +243	+3%	+$29.2K	0.51%	42
2025 Q4	$1.11M	Buy	8,974 +246	+3%	+$30.1K	0.56%	39
2025 Q3	$1.05M	Sell	8,728 -227	-3%	-$26.1K	0.56%	38
2025 Q2	$986K	Buy	8,955 +3,895	+77%	+$386K	0.57%	43
2025 Q1	$470K	Buy	+5,060	New	+$510K	0.28%	67

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

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

MN Wealth Advisors's IVW Position: Q3 2026 in Review

MN Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 6.9% in Q3 2026, buying an estimated $95K and bringing the position to 10,639 shares worth $1.51M. The position accounts for 0.61% of the portfolio, ranked #30.

MN Wealth Advisors first reported a position in IVW in Q1 2025 and has held it in 7 quarters since. 974 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

MN Wealth Advisors held 10,639 shares of iShares S&P 500 Growth ETF worth $1.51M as of Q3 2026.
MN Wealth Advisors bought 685 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $95K.
iShares S&P 500 Growth ETF made up 0.61% of MN Wealth Advisors's portfolio in Q3 2026, its #30 holding.
MN Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 7 quarters since.
974 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.