Moss Adams Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Moss Adams Wealth 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 Q2	$1.52M	Hold	11,067	–	–	0.1%	71
2026 Q1	$1.25M	Sell	11,067 -401	-3%	-$48.2K	0.09%	68
2025 Q4	$1.41M	Hold	11,468	–	–	0.1%	63
2025 Q3	$1.38M	Hold	11,468	–	–	0.11%	61
2025 Q2	$1.26M	Hold	11,468	–	–	0.11%	61
2025 Q1	$1.06M	Hold	11,468	–	–	0.11%	61
2024 Q4	$1.16M	Hold	11,468	–	–	0.12%	51
2024 Q3	$1.1M	Buy	+11,468	New	+$1.06M	0.12%	53
2023 Q4	–	Sell	-1,000	Closed	-$68.6K	–	149
2023 Q3	$68.6K	Hold	1,000	–	–	0.02%	115
2023 Q2	$70.5K	Hold	1,000	–	–	0.02%	103
2023 Q1	$63.9K	Hold	1,000	–	–	0.02%	107
2022 Q4	$58.5K	Buy	+1,000	New	+$60K	0.03%	121

Other funds holding IVW

PAS

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Moss Adams Wealth Advisors's IVW Position: Q2 2026 in Review

Moss Adams Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 11,067 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #71.

Moss Adams Wealth Advisors first reported a position in IVW in Q4 2022 and has held it in 12 quarters since. 845 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Moss Adams Wealth Advisors held 11,067 shares of iShares S&P 500 Growth ETF worth $1.52M as of Q2 2026.
Moss Adams Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.1% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Moss Adams Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 12 quarters since.
845 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.