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Mosaic Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mosaic Advisors’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 		$465K Buy
+3,586
New +$431K 0.7% 29
2025
Q2 		– Sell
-4,912
Closed -$456K – 19
2025
Q1 		$456K Buy
4,912
+2,199
+81% +$222K 0.69% 9
2024
Q4 		$275K Buy
+2,713
New +$271K 0.32% 13

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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 $173B AUM 20.72% 1-Year Est. Return

Mosaic Advisors's IVW Position: Q1 2026 in Review

Mosaic Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2026: 3,586 shares worth $465K. The stake represents 0.7% of the portfolio and ranks #29 among its holdings. This is a return to the name: Mosaic Advisors previously reported a position in IVW as recently as Q1 2025.

Mosaic Advisors first reported a position in IVW in Q4 2024 and has held it in 3 quarters since. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Mosaic Advisors held 3,586 shares of iShares S&P 500 Growth ETF worth $465K as of Q1 2026.
  • iShares S&P 500 Growth ETF was a new Mosaic Advisors position in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.7% of Mosaic Advisors's portfolio in Q1 2026, its #29 holding.
  • Mosaic Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.