Mount Yale Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mount Yale Investment 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	$11.7M	Buy	103,734 +62,389	+151%	+$7.5M	0.27%	82
2025 Q4	$5.1M	Buy	41,345 +35,436	+600%	+$4.34M	0.25%	84
2025 Q3	$713K	Sell	5,909 -41,459	-88%	-$4.77M	0.05%	346
2025 Q2	$5.22M	Sell	47,368 -4,499	-9%	-$445K	0.41%	42
2025 Q1	$4.81M	Sell	51,867 -5,245	-9%	-$529K	0.41%	37
2024 Q4	$5.8M	Sell	57,112 -7,327	-11%	-$731K	0.47%	28
2024 Q3	$6.17M	Sell	64,439 -5,744	-8%	-$530K	0.59%	26
2024 Q2	$6.49M	Buy	70,183 +22,131	+46%	+$1.91M	0.51%	27
2024 Q1	$4.06M	Sell	48,052 -1,453	-3%	-$117K	0.31%	72
2023 Q4	$3.72M	Buy	49,505 +30,905	+166%	+$2.2M	0.35%	69
2023 Q3	$1.27M	Buy	+18,600	New	+$1.32M	0.14%	157
2023 Q1	–	Sell	-125,111	Closed	-$7.32M	–	508
2022 Q4	$7.32M	Buy	+125,111	New	+$7.51M	0.83%	15
2022 Q1	–	Sell	-33,563	Closed	-$2.81M	–	483
2021 Q4	$2.81M	Buy	+33,563	New	+$2.7M	0.29%	85
2021 Q1	–	Sell	-18,169	Closed	-$1.16M	–	430
2020 Q4	$1.16M	Buy	+18,169	New	+$1.1M	0.16%	143
2018 Q4	–	Sell	-112	Closed	-$5K	–	533
2018 Q3	$5K	Hold	112	–	–	﹤0.01%	878
2018 Q2	$5K	Hold	112	–	–	﹤0.01%	900
2018 Q1	$4K	Buy	+112	New	+$4.47K	﹤0.01%	901

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Mount Yale Investment Advisors's IVW Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 151% in Q1 2026, buying an estimated $7.5M and bringing the position to 103,734 shares worth $11.7M. The position accounts for 0.27% of the portfolio, ranked #82.

Mount Yale Investment Advisors first reported a position in IVW in Q1 2018 and has held it in 17 quarters since. 2,042 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Mount Yale Investment Advisors held 103,734 shares of iShares S&P 500 Growth ETF worth $11.7M as of Q1 2026.
Mount Yale Investment Advisors bought 62,389 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $7.5M.
iShares S&P 500 Growth ETF made up 0.27% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #82 holding.
Mount Yale Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 17 quarters since.
2,042 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.