MPWM Advisory Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

MPWM Advisory Solutions’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	$150K	Hold	1,092	–	–	0.07%	125
2026 Q1	$124K	Hold	1,092	–	–	0.07%	129
2025 Q4	$135K	Hold	1,092	–	–	0.08%	112
2025 Q3	$132K	Hold	1,092	–	–	0.08%	100
2025 Q2	$120K	Hold	1,092	–	–	0.08%	102
2025 Q1	$101K	Hold	1,092	–	–	0.07%	96
2024 Q4	$111K	Buy	+1,092	New	+$109K	0.08%	95

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MPWM Advisory Solutions's IVW Position: Q2 2026 in Review

MPWM Advisory Solutions held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,092 shares worth $150K. The position accounts for 0.07% of the portfolio, ranked #125.

MPWM Advisory Solutions first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

MPWM Advisory Solutions held 1,092 shares of iShares S&P 500 Growth ETF worth $150K as of Q2 2026.
MPWM Advisory Solutions left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.07% of MPWM Advisory Solutions's portfolio in Q2 2026, its #125 holding.
MPWM Advisory Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.