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 Q3	$4.1M	Buy	28,914 +875	+3%	+$121K	1.19%	22
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Mosley Wealth Management's IVW Position: Q3 2026 in Review

Mosley Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.1% in Q3 2026, buying an estimated $121K and bringing the position to 28,914 shares worth $4.1M. The position accounts for 1.19% of the portfolio, ranked #22.

Mosley Wealth Management first reported a position in IVW in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.28M in Q4 2025. 1,392 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Mosley Wealth Management held 28,914 shares of iShares S&P 500 Growth ETF worth $4.1M as of Q3 2026.
Mosley Wealth Management bought 875 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $121K.
iShares S&P 500 Growth ETF made up 1.19% of Mosley Wealth Management's portfolio in Q3 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 9 quarters since.
Mosley Wealth Management's iShares S&P 500 Growth ETF position peaked at $7.28M in Q4 2025.
1,392 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.