MV Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.3M | Sell |
264,100
-2,171
| -0.8% | -$287K | 3.22% | 6 |
|
|
2026
Q1 | $30.1M | Sell |
266,271
-25,089
| -9% | -$3.02M | 2.95% | 6 |
|
|
2025
Q4 | $35.9M | Sell |
291,360
-6,365
| -2% | -$779K | 3.45% | 5 |
|
|
2025
Q3 | $35.9M | Sell |
297,725
-4,323
| -1% | -$497K | 3.45% | 6 |
|
|
2025
Q2 | $33.3M | Sell |
302,048
-13,186
| -4% | -$1.31M | 3.42% | 6 |
|
|
2025
Q1 | $29.3M | Sell |
315,234
-27,152
| -8% | -$2.74M | 3.14% | 6 |
|
|
2024
Q4 | $34.8M | Sell |
342,386
-5,019
| -1% | -$501K | 3.71% | 5 |
|
|
2024
Q3 | $33.3M | Sell |
347,405
-8,002
| -2% | -$739K | 3.53% | 5 |
|
|
2024
Q2 | $32.9M | Sell |
355,407
-4,381
| -1% | -$378K | 3.7% | 5 |
|
|
2024
Q1 | $30.4M | Sell |
359,788
-5,040
| -1% | -$405K | 3.48% | 6 |
|
|
2023
Q4 | $27.4M | Sell |
364,828
-3,162
| -0.9% | -$225K | 3.47% | 7 |
|
|
2023
Q3 | $25.2M | Sell |
367,990
-705
| -0.2% | -$49.9K | 3.36% | 8 |
|
|
2023
Q2 | $26M | Buy |
368,695
+13,160
| +4% | +$870K | 3.45% | 9 |
|
|
2023
Q1 | $22.7M | Buy |
355,535
+13,740
| +4% | +$840K | 3.19% | 9 |
|
|
2022
Q4 | $20M | Buy |
341,795
+21,512
| +7% | +$1.29M | 3.09% | 10 |
|
|
2022
Q3 | $18.5M | Buy |
320,283
+6,448
| +2% | +$419K | 3.19% | 9 |
|
|
2022
Q2 | $18.9M | Buy |
313,835
+3,011
| +1% | +$199K | 3.22% | 11 |
|
|
2022
Q1 | $23.7M | Sell |
310,824
-1,648
| -0.5% | -$124K | 3.58% | 10 |
|
|
2021
Q4 | $26.1M | Sell |
312,472
-9,089
| -3% | -$732K | 3.8% | 9 |
|
|
2021
Q3 | $23.8M | Sell |
321,561
-2,430
| -0.8% | -$185K | 3.93% | 9 |
|
|
2021
Q2 | $23.6M | Sell |
323,991
-8,054
| -2% | -$557K | 4% | 9 |
|
|
2021
Q1 | $21.6M | Sell |
332,045
-205,431
| -38% | -$13.3M | 3.95% | 9 |
|
|
2020
Q4 | $34.3M | Sell |
537,476
-704
| -0.1% | -$42.7K | 6.5% | 5 |
|
|
2020
Q3 | $31.1M | Buy |
538,180
+12,108
| +2% | +$685K | 6.46% | 5 |
|
|
2020
Q2 | $27.3M | Sell |
526,072
-17,164
| -3% | -$823K | 6.42% | 5 |
|
|
2020
Q1 | $22.4M | Buy |
543,236
+39,748
| +8% | +$1.88M | 5.84% | 6 |
|
|
2019
Q4 | $24.4M | Sell |
503,488
-6,068
| -1% | -$281K | 5.26% | 5 |
|
|
2019
Q3 | $22.9M | Sell |
509,556
-14,764
| -3% | -$668K | 5.22% | 5 |
|
|
2019
Q2 | $23.5M | Buy |
524,320
+2,580
| +0.5% | +$113K | 5.43% | 5 |
|
|
2019
Q1 | $22.5M | Sell |
521,740
-72,408
| -12% | -$2.97M | 5.41% | 5 |
|
|
2018
Q4 | $22.4M | Buy |
594,148
+5,012
| +0.9% | +$203K | 6.26% | 5 |
|
|
2018
Q3 | $26.1M | Sell |
589,136
-31,512
| -5% | -$1.35M | 6.49% | 4 |
|
|
2018
Q2 | $25.2M | Sell |
620,648
-7,292
| -1% | -$293K | 6.55% | 4 |
|
|
2018
Q1 | $24.3M | Sell |
627,940
-13,004
| -2% | -$519K | 6.44% | 4 |
|
|
2017
Q4 | $24.5M | Sell |
640,944
-27,648
| -4% | -$1.03M | 6.66% | 4 |
|
|
2017
Q3 | $24M | Buy |
668,592
+21,824
| +3% | +$769K | 6.73% | 4 |
|
|
2017
Q2 | $22.1M | Buy |
646,768
+17,656
| +3% | +$598K | 6.54% | 4 |
|
|
2017
Q1 | $20.7M | Buy |
629,112
+21,172
| +3% | +$679K | 6.51% | 4 |
|
|
2016
Q4 | $18.5M | Buy |
607,940
+9,600
| +2% | +$290K | 6.66% | 4 |
|
|
2016
Q3 | $18.2M | Buy |
598,340
+33,044
| +6% | +$1M | 6.61% | 5 |
|
|
2016
Q2 | $16.5M | Buy |
565,296
+25,704
| +5% | +$746K | 5.97% | 5 |
|
|
2016
Q1 | $15.6M | Sell |
539,592
-82,428
| -13% | -$2.27M | 6.33% | 4 |
|
|
2015
Q4 | $18M | Buy |
622,020
+46,872
| +8% | +$1.36M | 7.1% | 3 |
|
|
2015
Q3 | $15.5M | Buy |
+575,148
| New | +$16.3M | 7.05% | 3 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 3 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 3 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 4 |
|
Other funds holding IVW
PAS
HWM
JC
CWM
LI
CC
MV Capital Management's IVW Position: Q2 2026 in Review
MV Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.82% in Q2 2026, selling an estimated $287K and leaving 264,100 shares worth $36.3M. The position accounts for 3.22% of the portfolio, ranked #6.
MV Capital Management first reported a position in IVW in Q3 2015 and has held it in 44 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- MV Capital Management held 264,100 shares of iShares S&P 500 Growth ETF worth $36.3M as of Q2 2026.
- MV Capital Management sold 2,171 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $287K.
- iShares S&P 500 Growth ETF made up 3.22% of MV Capital Management's portfolio in Q2 2026, its #6 holding.
- MV Capital Management first reported a position in iShares S&P 500 Growth ETF in Q3 2015 and has held it in 44 quarters since.
- 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.