Morton Brown Family Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Morton Brown Family Wealth’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	$11.3K	Hold	82	–	–	﹤0.01%	192
2026 Q1	$9.28K	Hold	82	–	–	﹤0.01%	197
2025 Q4	$10.1K	Hold	82	–	–	﹤0.01%	195
2025 Q3	$9.9K	Hold	82	–	–	﹤0.01%	186
2025 Q2	$9.03K	Hold	82	–	–	﹤0.01%	199
2025 Q1	$7.61K	Hold	82	–	–	﹤0.01%	209
2024 Q4	$8.32K	Hold	82	–	–	﹤0.01%	184
2024 Q3	$7.85K	Buy	+82	New	+$7.57K	﹤0.01%	179

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

Morton Brown Family Wealth's IVW Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 82 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Morton Brown Family Wealth first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Morton Brown Family Wealth held 82 shares of iShares S&P 500 Growth ETF worth $11.3K as of Q2 2026.
Morton Brown Family Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #192 holding.
Morton Brown Family Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.