Mosley Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mosley Wealth Management’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	$3.86M	Sell	28,039 -32,079	-53%	-$4.24M	1.23%	22
2026 Q1	$7.26M	Buy	60,118 +418	+0.7%	+$50.3K	3.29%	6
2025 Q4	$7.28M	Buy	+59,700	New	+$7.31M	3.33%	6
2024 Q4	$5.7M	Buy	54,889 +424	+0.8%	+$42.3K	3.53%	5
2024 Q3	$5.33M	Buy	54,465 +7,454	+16%	+$688K	3.64%	5
2024 Q2	$4.35M	Buy	47,011 +9,689	+26%	+$835K	3.7%	5
2024 Q1	$3.15M	Buy	37,322 +2,788	+8%	+$224K	2.96%	7
2023 Q4	$2.59M	Buy	+34,534	New	+$2.46M	2.56%	9

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mosley Wealth Management's IVW Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 53% in Q2 2026, selling an estimated $4.24M and leaving 28,039 shares worth $3.86M. The position accounts for 1.23% of the portfolio, ranked #22.

Mosley Wealth Management first reported a position in IVW in Q4 2023 and has held it in 8 quarters since. The position peaked at $7.28M in Q4 2025. 1,456 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Mosley Wealth Management held 28,039 shares of iShares S&P 500 Growth ETF worth $3.86M as of Q2 2026.
Mosley Wealth Management sold 32,079 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.24M.
iShares S&P 500 Growth ETF made up 1.23% of Mosley Wealth Management's portfolio in Q2 2026, its #22 holding.
Mosley Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's iShares S&P 500 Growth ETF position peaked at $7.28M in Q4 2025.
1,456 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.