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Old Mission Investment Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Old Mission Investment Co’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 		$6.8M Sell
49,441
-897
-2% -$118K 1.42% 11
2026
Q1 		$5.69M Buy
50,338
+150
+0.3% +$18K 1.33% 14
2025
Q4 		$6.19M Sell
50,188
-428
-0.8% -$52.4K 1.48% 12
2025
Q3 		$6.11M Sell
50,616
-2,861
-5% -$329K 1.49% 13
2025
Q2 		$5.89M Sell
53,477
-726
-1% -$71.9K 1.61% 10
2025
Q1 		$5.03M Sell
54,203
-536
-1% -$54K 1.51% 12
2024
Q4 		$5.56M Sell
54,739
-1,602
-3% -$160K 1.65% 11
2024
Q3 		$5.39M Sell
56,341
-1,042
-2% -$96.2K 1.65% 13
2024
Q2 		$5.31M Sell
57,383
-672
-1% -$57.9K 1.72% 12
2024
Q1 		$4.9M Sell
58,055
-2,250
-4% -$181K 1.63% 13
2023
Q4 		$4.53M Sell
60,305
-703
-1% -$50K 1.59% 13
2023
Q3 		$4.17M Sell
61,008
-238
-0.4% -$16.8K 1.62% 13
2023
Q2 		$4.32M Sell
61,246
-844
-1% -$55.8K 1.6% 12
2023
Q1 		$3.97M Buy
62,090
+285
+0.5% +$17.4K 1.55% 13
2022
Q4 		$3.62M Buy
61,805
+1,527
+3% +$91.7K 1.54% 13
2022
Q3 		$3.49M Sell
60,278
-3,086
-5% -$201K 1.63% 13
2022
Q2 		$3.82M Buy
63,364
+1,987
+3% +$131K 1.67% 13
2022
Q1 		$4.69M Buy
61,377
+114
+0.2% +$8.56K 1.75% 14
2021
Q4 		$5.13M Sell
61,263
-380
-0.6% -$30.6K 1.86% 12
2021
Q3 		$4.56M Buy
61,643
+2,468
+4% +$188K 1.84% 13
2021
Q2 		$4.3M Buy
59,175
+2,355
+4% +$163K 1.77% 13
2021
Q1 		$3.7M Buy
56,820
+2,333
+4% +$151K 1.72% 14
2020
Q4 		$3.48M Sell
54,487
-2,717
-5% -$165K 1.83% 11
2020
Q3 		$3.3M Sell
57,204
-120,524
-68% -$6.82M 1.98% 12
2020
Q2 		$9.22M Sell
177,728
-35,680
-17% -$1.71M 6.47% 3
2020
Q1 		$8.81M Buy
213,408
+10,300
+5% +$487K 8.31% 2
2019
Q4 		$9.83M Buy
203,108
+11,808
+6% +$547K 8.82% 3
2019
Q3 		$8.61M Buy
+191,300
New +$8.65M 8.21% 3

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Old Mission Investment Co's IVW Position: Q2 2026 in Review

Old Mission Investment Co reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q2 2026, selling an estimated $118K and leaving 49,441 shares worth $6.8M. The position accounts for 1.42% of the portfolio, ranked #11.

Old Mission Investment Co first reported a position in IVW in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.83M in Q4 2019. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Old Mission Investment Co held 49,441 shares of iShares S&P 500 Growth ETF worth $6.8M as of Q2 2026.
  • Old Mission Investment Co sold 897 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $118K.
  • iShares S&P 500 Growth ETF made up 1.42% of Old Mission Investment Co's portfolio in Q2 2026, its #11 holding.
  • Old Mission Investment Co first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • Old Mission Investment Co's iShares S&P 500 Growth ETF position peaked at $9.83M in Q4 2019.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.