Monetary Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Monetary Management Group’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	$516K	Hold	3,750	–	–	0.11%	153
2026 Q1	$424K	Hold	3,750	–	–	0.1%	159
2025 Q4	$462K	Hold	3,750	–	–	0.11%	149
2025 Q3	$453K	Hold	3,750	–	–	0.1%	151
2025 Q2	$413K	Hold	3,750	–	–	0.1%	153
2025 Q1	$348K	Hold	3,750	–	–	0.09%	161
2024 Q4	$381K	Hold	3,750	–	–	0.1%	154
2024 Q3	$359K	Hold	3,750	–	–	0.09%	166
2024 Q2	$347K	Hold	3,750	–	–	0.09%	163
2024 Q1	$317K	Hold	3,750	–	–	0.09%	170
2023 Q4	$282K	Hold	3,750	–	–	0.09%	175
2023 Q3	$257K	Hold	3,750	–	–	0.09%	171
2023 Q2	$264K	Hold	3,750	–	–	0.08%	171
2023 Q1	$240K	Hold	3,750	–	–	0.07%	181
2022 Q4	$219K	Hold	3,750	–	–	0.07%	189
2022 Q3	$217K	Hold	3,750	–	–	0.07%	178
2022 Q2	$226K	Sell	3,750 -250	-6%	-$16.5K	0.07%	174
2022 Q1	$306K	Hold	4,000	–	–	0.08%	164
2021 Q4	$335K	Hold	4,000	–	–	0.08%	158
2021 Q3	$296K	Hold	4,000	–	–	0.08%	165
2021 Q2	$291K	Hold	4,000	–	–	0.09%	157
2021 Q1	$260K	Hold	4,000	–	–	0.08%	158
2020 Q4	$255K	Hold	4,000	–	–	0.08%	152
2020 Q3	$231K	Hold	4,000	–	–	0.08%	143
2020 Q2	$207K	Hold	4,000	–	–	0.08%	143
2020 Q1	$165K	Buy	+4,000	New	+$189K	0.07%	147

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Monetary Management Group's IVW Position: Q2 2026 in Review

Monetary Management Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,750 shares worth $516K. The position accounts for 0.11% of the portfolio, ranked #153.

Monetary Management Group first reported a position in IVW in Q1 2020 and has held it in 26 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Monetary Management Group held 3,750 shares of iShares S&P 500 Growth ETF worth $516K as of Q2 2026.
Monetary Management Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.11% of Monetary Management Group's portfolio in Q2 2026, its #153 holding.
Monetary Management Group first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 26 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.