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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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Moors & Cabot's IVW Position: Q1 2026 in Review

Moors & Cabot increased its iShares S&P 500 Growth ETF (IVW) stake by 56% in Q1 2026, buying an estimated $146K and bringing the position to 3,355 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #627.

Moors & Cabot first reported a position in IVW in Q1 2016 and has held it in 21 quarters since. 2,045 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Moors & Cabot held 3,355 shares of iShares S&P 500 Growth ETF worth $379K as of Q1 2026.
  • Moors & Cabot bought 1,211 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $146K.
  • iShares S&P 500 Growth ETF made up 0.02% of Moors & Cabot's portfolio in Q1 2026, its #627 holding.
  • Moors & Cabot first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and has held it in 21 quarters since.
  • 2,045 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.