MWA
IVW icon

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
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

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

MN Wealth Advisors's IVW Position: Q2 2026 in Review

MN Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 8% in Q2 2026, buying an estimated $97.3K and bringing the position to 9,954 shares worth $1.37M. The position accounts for 0.58% of the portfolio, ranked #32.

MN Wealth Advisors first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • MN Wealth Advisors held 9,954 shares of iShares S&P 500 Growth ETF worth $1.37M as of Q2 2026.
  • MN Wealth Advisors bought 737 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $97.3K.
  • iShares S&P 500 Growth ETF made up 0.58% of MN Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • MN Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.