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Mountain Capital Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mountain Capital 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
Q2 		$467K Buy
3,393
+33
+1% +$4.36K 0.07% 42
2026
Q1 		$438K Buy
3,360
+70
+2% +$8.42K 0.07% 46
2025
Q4 		$406K Buy
3,290
+27
+0.8% +$3.3K 0.07% 47
2025
Q3 		$396K Buy
3,263
+171
+6% +$19.7K 0.07% 50
2025
Q2 		$337K Sell
3,092
-38
-1% -$3.76K 0.06% 45
2025
Q1 		$291K Buy
3,130
+97
+3% +$9.78K 0.06% 42
2024
Q4 		$315K Buy
3,033
+86
+3% +$8.58K 0.07% 40
2024
Q3 		$298K Sell
2,947
-209
-7% -$19.3K 0.07% 42
2024
Q2 		$303K Buy
3,156
+256
+9% +$22.1K 0.08% 36
2024
Q1 		$244K Buy
+2,900
New +$233K 0.07% 36
2023
Q4 		– Sell
-2,922
Closed -$207K – 64
2023
Q3 		$207K Buy
2,922
+6
+0.2% +$425 0.08% 57
2023
Q2 		$210K Sell
2,916
-419
-13% -$27.7K 0.08% 67
2023
Q1 		$216K Buy
+3,335
New +$204K 0.1% 62
2017
Q4 		– Sell
-400
Closed -$14K – 217
2017
Q3 		$14K Hold
400
– – 0.01% 231
2017
Q2 		$14K Buy
+400
New +$13.6K 0.01% 263

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mountain Capital Investment Advisors's IVW Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.98% in Q2 2026, buying an estimated $4.36K and bringing the position to 3,393 shares worth $467K. The position accounts for 0.07% of the portfolio, ranked #42.

Mountain Capital Investment Advisors first reported a position in IVW in Q2 2017 and has held it in 15 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Mountain Capital Investment Advisors held 3,393 shares of iShares S&P 500 Growth ETF worth $467K as of Q2 2026.
  • Mountain Capital Investment Advisors bought 33 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.36K.
  • iShares S&P 500 Growth ETF made up 0.07% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Mountain Capital Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 15 quarters since.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.