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MRA Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

MRA Advisory Group’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 		$379K Buy
2,755
+2
+0.1% +$264 0.14% 97
2026
Q1 		$311K Buy
2,753
+1
+0% +$120 0.13% 99
2025
Q4 		$339K Buy
2,752
+2
+0.1% +$245 0.14% 86
2025
Q3 		$332K Buy
2,750
+2
+0.1% +$230 0.14% 93
2025
Q2 		$303K Buy
2,748
+2
+0.1% +$198 0.14% 99
2025
Q1 		$255K Buy
2,746
+2
+0.1% +$202 0.14% 97
2024
Q4 		$279K Buy
2,744
+2
+0.1% +$200 0.15% 79
2024
Q3 		$263K Buy
2,742
+4
+0.1% +$369 0.14% 78
2024
Q2 		$253K Buy
2,738
+3
+0.1% +$259 0.14% 82
2024
Q1 		$231K Buy
2,735
+2
+0.1% +$161 0.14% 87
2023
Q4 		$205K Buy
+2,733
New +$195K 0.14% 95
2022
Q3 		– Sell
-3,489
Closed -$211K – 102
2022
Q2 		$211K Sell
3,489
-581
-14% -$38.4K 0.18% 88
2022
Q1 		$311K Buy
4,070
+5
+0.1% +$376 0.24% 74
2021
Q4 		$340K Buy
4,065
+4
+0.1% +$322 0.26% 72
2021
Q3 		$300K Sell
4,061
-196
-5% -$14.9K 0.25% 84
2021
Q2 		$310K Sell
4,257
-213
-5% -$14.7K 0.27% 79
2021
Q1 		$291K Buy
4,470
+5
+0.1% +$323 0.27% 76
2020
Q4 		$285K Buy
+4,465
New +$271K 0.28% 78

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
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
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

MRA Advisory Group's IVW Position: Q2 2026 in Review

MRA Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.07% in Q2 2026, buying an estimated $264 and bringing the position to 2,755 shares worth $379K. The position accounts for 0.14% of the portfolio, ranked #97.

MRA Advisory Group first reported a position in IVW in Q4 2020 and has held it in 18 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • MRA Advisory Group held 2,755 shares of iShares S&P 500 Growth ETF worth $379K as of Q2 2026.
  • MRA Advisory Group bought 2 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264.
  • iShares S&P 500 Growth ETF made up 0.14% of MRA Advisory Group's portfolio in Q2 2026, its #97 holding.
  • MRA Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.