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Moody Lynn & Lieberson’s iShares S&P 500 Growth ETF IVW Stock Holding History

Moody Lynn & Lieberson’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 		$1.33M Hold
9,704
– – 0.07% 103
2026
Q1 		$1.1M Hold
9,704
– – 0.06% 110
2025
Q4 		$1.2M Hold
9,704
– – 0.06% 106
2025
Q3 		$1.17M Buy
9,704
+14
+0.1% +$1.61K 0.06% 107
2025
Q2 		$1.07M Sell
9,690
-1,706
-15% -$169K 0.06% 119
2025
Q1 		$1.06M Hold
11,396
– – 0.07% 110
2024
Q4 		$1.16M Sell
11,396
-93
-0.8% -$9.28K 0.07% 106
2024
Q3 		$1.1M Sell
11,489
-103
-0.9% -$9.51K 0.07% 118
2024
Q2 		$1.07M Hold
11,592
– – 0.07% 114
2024
Q1 		$979K Sell
11,592
-34
-0.3% -$2.73K 0.07% 118
2023
Q4 		$873K Hold
11,626
– – 0.07% 125
2023
Q3 		$795K Sell
11,626
-20
-0.2% -$1.42K 0.07% 117
2023
Q2 		$821K Hold
11,646
– – 0.07% 117
2023
Q1 		$744K Sell
11,646
-684
-6% -$41.8K 0.07% 123
2022
Q4 		$721K Buy
+12,330
New +$740K 0.07% 128

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

Moody Lynn & Lieberson's IVW Position: Q2 2026 in Review

Moody Lynn & Lieberson held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 9,704 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #103.

Moody Lynn & Lieberson first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Moody Lynn & Lieberson held 9,704 shares of iShares S&P 500 Growth ETF worth $1.33M as of Q2 2026.
  • Moody Lynn & Lieberson left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.07% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #103 holding.
  • Moody Lynn & Lieberson first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.