MWA Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

MWA Asset Management’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	$552K	Sell	4,017 -273	-6%	-$36K	0.25%	81
2026 Q1	$485K	Sell	4,290 -124	-3%	-$14.9K	0.27%	80
2025 Q4	$544K	Sell	4,414 -277	-6%	-$33.9K	0.3%	76
2025 Q3	$566K	Buy	4,691 +193	+4%	+$22.2K	0.31%	74
2025 Q2	$495K	Buy	4,498 +1,030	+30%	+$102K	0.3%	78
2025 Q1	$322K	Buy	3,468 +387	+13%	+$39K	0.22%	99
2024 Q4	$313K	Buy	3,081 +819	+36%	+$81.7K	0.21%	104
2024 Q3	$217K	Buy	+2,262	New	+$209K	0.14%	123

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

MWA Asset Management's IVW Position: Q2 2026 in Review

MWA Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.4% in Q2 2026, selling an estimated $36K and leaving 4,017 shares worth $552K. The position accounts for 0.25% of the portfolio, ranked #81.

MWA Asset Management first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. The position peaked at $566K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

MWA Asset Management held 4,017 shares of iShares S&P 500 Growth ETF worth $552K as of Q2 2026.
MWA Asset Management sold 273 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $36K.
iShares S&P 500 Growth ETF made up 0.25% of MWA Asset Management's portfolio in Q2 2026, its #81 holding.
MWA Asset Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
MWA Asset Management's iShares S&P 500 Growth ETF position peaked at $566K in Q3 2025.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.