MF
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Montis Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Montis Financial’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 		– Sell
-2,026
Closed -$229K – 156
2026
Q1 		$229K Buy
+2,026
New +$244K 0.05% 141
2025
Q2 		– Sell
-3,741
Closed -$347K – 142
2025
Q1 		$347K Sell
3,741
-396
-10% -$39.9K 0.1% 108
2024
Q4 		$420K Buy
4,137
+1,895
+85% +$189K 0.13% 99
2024
Q3 		$215K Buy
+2,242
New +$207K 0.08% 103

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Montis Financial's IVW Position: Q2 2026 in Review

Montis Financial sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 2,026 shares — an estimated $229K sold.

Montis Financial first reported a position in IVW in Q3 2024 and held it in 4 quarters. The position peaked at $420K in Q4 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Montis Financial reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Montis Financial sold 2,026 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $229K.
  • Montis Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and held it in 4 quarters.
  • Montis Financial's iShares S&P 500 Growth ETF position peaked at $420K in Q4 2024.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.