Montz Harcus Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Montz Harcus Wealth Management’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	$446K	Buy	3,246 +65	+2%	+$8.58K	0.16%	56
2026 Q1	$360K	Buy	3,181 +2	+0.1%	+$241	0.15%	60
2025 Q4	$392K	Buy	3,179 +3	+0.1%	+$367	0.16%	57
2025 Q3	$383K	Buy	3,176 +3	+0.1%	+$345	0.17%	54
2025 Q2	$349K	Buy	3,173 +3	+0.1%	+$297	0.17%	52
2025 Q1	$294K	Buy	3,170 +627	+25%	+$63.2K	0.16%	58
2024 Q4	$258K	Buy	2,543 +3	+0.1%	+$299	0.14%	60
2024 Q3	$243K	Buy	2,540 +223	+10%	+$20.6K	0.14%	58
2024 Q2	$214K	Buy	+2,317	New	+$200K	0.14%	61

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Montz Harcus Wealth Management's IVW Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q2 2026, buying an estimated $8.58K and bringing the position to 3,246 shares worth $446K. The position accounts for 0.16% of the portfolio, ranked #56.

Montz Harcus Wealth Management first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Montz Harcus Wealth Management held 3,246 shares of iShares S&P 500 Growth ETF worth $446K as of Q2 2026.
Montz Harcus Wealth Management bought 65 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $8.58K.
iShares S&P 500 Growth ETF made up 0.16% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #56 holding.
Montz Harcus Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.