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

MOTCO’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	$104K	Hold	920	–	–	0.01%	263
2025 Q4	$113K	Hold	920	–	–	0.01%	254
2025 Q3	$111K	Hold	920	–	–	0.01%	260
2025 Q2	$105K	Hold	920	–	–	0.01%	254
2025 Q1	$85.4K	Hold	920	–	–	0.01%	247
2024 Q4	$93.4K	Hold	920	–	–	0.01%	239
2024 Q3	$88.1K	Hold	920	–	–	0.01%	272
2024 Q2	$85.1K	Hold	920	–	–	0.01%	353
2024 Q1	$77.7K	Hold	920	–	–	﹤0.01%	361
2023 Q4	$69.1K	Hold	920	–	–	﹤0.01%	326
2023 Q3	$62.9K	Sell	920 -126	-12%	-$8.92K	﹤0.01%	339
2023 Q2	$73.7K	Hold	1,046	–	–	﹤0.01%	315
2023 Q1	$66.8K	Buy	1,046 +126	+14%	+$7.7K	﹤0.01%	308
2022 Q4	$53.8K	Hold	920	–	–	﹤0.01%	335
2022 Q3	$53K	Hold	920	–	–	﹤0.01%	349
2022 Q2	$56K	Hold	920	–	–	﹤0.01%	347
2022 Q1	$70K	Hold	920	–	–	﹤0.01%	324
2021 Q4	$77K	Hold	920	–	–	﹤0.01%	311
2021 Q3	$68K	Hold	920	–	–	﹤0.01%	325
2021 Q2	$67K	Hold	920	–	–	﹤0.01%	333
2021 Q1	$60K	Hold	920	–	–	﹤0.01%	330
2020 Q4	$59K	Hold	920	–	–	﹤0.01%	344
2020 Q3	$53K	Hold	920	–	–	﹤0.01%	337
2020 Q2	$48K	Hold	920	–	–	﹤0.01%	324
2020 Q1	$38K	Hold	920	–	–	﹤0.01%	324
2019 Q4	$45K	Buy	+920	New	+$42.6K	﹤0.01%	331

Other funds holding IVW

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MOTCO's IVW Position: Q1 2026 in Review

MOTCO held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 920 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #263.

MOTCO first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $113K in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

MOTCO held 920 shares of iShares S&P 500 Growth ETF worth $104K as of Q1 2026.
MOTCO left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.01% of MOTCO's portfolio in Q1 2026, its #263 holding.
MOTCO first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
MOTCO's iShares S&P 500 Growth ETF position peaked at $113K in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.