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

MSH Capital 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	$5.89M	Sell	52,098 -1,165	-2%	-$140K	1.25%	14
2025 Q4	$6.57M	Buy	53,263 +691	+1%	+$84.6K	1.4%	12
2025 Q3	$6.35M	Sell	52,572 -1,982	-4%	-$228K	1.7%	11
2025 Q2	$6.01M	Sell	54,554 -2,472	-4%	-$245K	1.73%	10
2025 Q1	$5.29M	Buy	57,026 +1,523	+3%	+$154K	1.64%	11
2024 Q4	$5.64M	Buy	55,503 +2,244	+4%	+$224K	1.77%	10
2024 Q3	$5.1M	Sell	53,259 -392	-0.7%	-$36.2K	1.56%	14
2024 Q2	$4.96M	Buy	53,651 +7,931	+17%	+$684K	1.66%	13
2024 Q1	$3.86M	Sell	45,720 -1,734	-4%	-$139K	1.36%	18
2023 Q4	$3.56M	Buy	47,454 +1,427	+3%	+$102K	1.33%	17
2023 Q3	$3.15M	Sell	46,027 -1,437	-3%	-$102K	1.24%	18
2023 Q2	$3.35M	Buy	47,464 +1,665	+4%	+$110K	1.23%	19
2023 Q1	$2.93M	Buy	45,799 +420	+0.9%	+$25.7K	1.25%	15
2022 Q4	$2.65M	Sell	45,379 -1,695	-4%	-$102K	1.2%	19
2022 Q3	$2.72M	Buy	47,074 +1,247	+3%	+$81K	1.34%	15
2022 Q2	$2.77M	Buy	45,827 +1,650	+4%	+$109K	1.29%	16
2022 Q1	$3.37M	Buy	44,177 +5,710	+15%	+$429K	1.39%	14
2021 Q4	$3.22M	Buy	+38,467	New	+$3.1M	1.44%	14

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

MSH Capital Advisors's IVW Position: Q1 2026 in Review

MSH Capital Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.2% in Q1 2026, selling an estimated $140K and leaving 52,098 shares worth $5.89M. The position accounts for 1.25% of the portfolio, ranked #14.

MSH Capital Advisors first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.57M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

MSH Capital Advisors held 52,098 shares of iShares S&P 500 Growth ETF worth $5.89M as of Q1 2026.
MSH Capital Advisors sold 1,165 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $140K.
iShares S&P 500 Growth ETF made up 1.25% of MSH Capital Advisors's portfolio in Q1 2026, its #14 holding.
MSH Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
MSH Capital Advisors's iShares S&P 500 Growth ETF position peaked at $6.57M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.