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

MONECO 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
Q1 		$1M Buy
8,854
+109
+1% +$13.1K 0.08% 213
2025
Q4 		$1.08M Buy
8,745
+28
+0.3% +$3.43K 0.09% 203
2025
Q3 		$1.05M Sell
8,717
-115
-1% -$13.2K 0.09% 197
2025
Q2 		$972K Sell
8,832
-825
-9% -$81.7K 0.09% 195
2025
Q1 		$896K Sell
9,657
-646
-6% -$65.1K 0.09% 191
2024
Q4 		$1.05M Buy
10,303
+123
+1% +$12.3K 0.11% 175
2024
Q3 		$975K Sell
10,180
-140
-1% -$12.9K 0.12% 160
2024
Q2 		$955K Buy
10,320
+34
+0.3% +$2.93K 0.14% 154
2024
Q1 		$869K Sell
10,286
-59
-0.6% -$4.74K 0.14% 168
2023
Q4 		$777K Buy
10,345
+41
+0.4% +$2.92K 0.15% 163
2023
Q3 		$705K Hold
10,304
– – 0.19% 130
2023
Q2 		$726K Buy
10,304
+14
+0.1% +$926 0.2% 127
2023
Q1 		$657K Buy
10,290
+116
+1% +$7.09K 0.19% 127
2022
Q4 		$595K Sell
10,174
-51
-0.5% -$3.06K 0.22% 117
2022
Q3 		$592K Sell
10,225
-172
-2% -$11.2K 0.24% 103
2022
Q2 		$627K Sell
10,397
-1,035
-9% -$68.5K 0.24% 98
2022
Q1 		$873K Buy
11,432
+12
+0.1% +$902 0.32% 69
2021
Q4 		$858K Sell
11,420
-485
-4% -$39.1K 0.32% 76
2021
Q3 		$880K Sell
11,905
-1,024
-8% -$78.1K 0.35% 68
2021
Q2 		$940K Sell
12,929
-3,814
-23% -$264K 0.43% 58
2021
Q1 		$1.09M Buy
16,743
+55
+0.3% +$3.56K 0.53% 46
2020
Q4 		$1.07M Sell
16,688
-476
-3% -$28.9K 0.59% 40
2020
Q3 		$992K Buy
17,164
+1,396
+9% +$79K 0.63% 35
2020
Q2 		$818K Sell
15,768
-176
-1% -$8.44K 0.64% 38
2020
Q1 		$658K Sell
15,944
-532
-3% -$25.2K 0.67% 37
2019
Q4 		$836K Sell
16,476
-140
-0.8% -$6.49K 0.59% 39
2019
Q3 		$748K Sell
16,616
-1,108
-6% -$50.1K 0.58% 38
2019
Q2 		$794K Sell
17,724
-744
-4% -$32.7K 0.64% 36
2019
Q1 		$796K Buy
18,468
+72
+0.4% +$2.95K 0.64% 38
2018
Q4 		$693K Buy
+18,396
New +$744K 0.81% 30

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

MONECO Advisors's IVW Position: Q1 2026 in Review

MONECO Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q1 2026, buying an estimated $13.1K and bringing the position to 8,854 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #213.

MONECO Advisors first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.09M in Q1 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • MONECO Advisors held 8,854 shares of iShares S&P 500 Growth ETF worth $1M as of Q1 2026.
  • MONECO Advisors bought 109 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $13.1K.
  • iShares S&P 500 Growth ETF made up 0.08% of MONECO Advisors's portfolio in Q1 2026, its #213 holding.
  • MONECO Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's iShares S&P 500 Growth ETF position peaked at $1.09M in Q1 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.