Moors & Cabot’s iShares S&P 500 Growth ETF IVW Stock Holding History

Moors & Cabot’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	$935K	Buy	6,800 +3,445	+103%	+$455K	0.04%	408
2026 Q1	$379K	Buy	3,355 +1,211	+56%	+$146K	0.02%	627
2025 Q4	$264K	Buy	2,144 +276	+15%	+$33.8K	0.01%	740
2025 Q3	$226K	Buy	+1,868	New	+$215K	0.01%	795
2025 Q1	–	Sell	-2,130	Closed	-$216K	–	902
2024 Q4	$216K	Buy	+2,130	New	+$212K	0.01%	787
2023 Q1	–	Sell	-3,516	Closed	-$206K	–	906
2022 Q4	$206K	Sell	3,516 -570	-14%	-$34.2K	0.01%	732
2022 Q3	$236K	Buy	4,086 +511	+14%	+$33.2K	0.02%	649
2022 Q2	$216K	Buy	3,575 +327	+10%	+$21.6K	0.02%	678
2022 Q1	$248K	Hold	3,248	–	–	0.02%	702
2021 Q4	$272K	Buy	3,248 +201	+7%	+$16.2K	0.02%	671
2021 Q3	$225K	Sell	3,047 -1	-0%	-$76	0.01%	709
2021 Q2	$222K	Buy	+3,048	New	+$211K	0.02%	695
2021 Q1	–	Sell	-3,812	Closed	-$245K	–	809
2020 Q4	$245K	Sell	3,812 -360	-9%	-$21.8K	0.02%	585
2020 Q3	$241K	Buy	4,172 +180	+5%	+$10.2K	0.02%	541
2020 Q2	$207K	Buy	+3,992	New	+$191K	0.02%	569
2020 Q1	–	Sell	-5,560	Closed	-$269K	–	645
2019 Q4	$269K	Sell	5,560 -76	-1%	-$3.52K	0.03%	489
2019 Q3	$252K	Sell	5,636 -64	-1%	-$2.9K	0.03%	494
2019 Q2	$253K	Sell	5,700 -1,316	-19%	-$57.9K	0.03%	453
2019 Q1	$301K	Buy	7,016 +8	+0.1%	+$328	0.04%	392
2018 Q4	$265K	Sell	7,008 -192	-3%	-$7.77K	0.04%	390
2018 Q3	$319K	Buy	+7,200	New	+$309K	0.04%	411
2016 Q2	–	Sell	-7,668	Closed	-$222K	–	532
2016 Q1	$222K	Buy	+7,668	New	+$211K	0.04%	422

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

Moors & Cabot's IVW Position: Q2 2026 in Review

Moors & Cabot increased its iShares S&P 500 Growth ETF (IVW) stake by 103% in Q2 2026, buying an estimated $455K and bringing the position to 6,800 shares worth $935K. The position accounts for 0.04% of the portfolio, ranked #408.

Moors & Cabot first reported a position in IVW in Q1 2016 and has held it in 22 quarters since. 2,137 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Moors & Cabot held 6,800 shares of iShares S&P 500 Growth ETF worth $935K as of Q2 2026.
Moors & Cabot bought 3,445 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $455K.
iShares S&P 500 Growth ETF made up 0.04% of Moors & Cabot's portfolio in Q2 2026, its #408 holding.
Moors & Cabot first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and has held it in 22 quarters since.
2,137 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.