Burnham & Co LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Burnham & Co LLC’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	$110K	Buy	+800	New	+$106K	0.09%	79

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Burnham & Co LLC's IVW Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 800 shares worth $110K. The stake represents 0.09% of the portfolio and ranks #79 among its holdings.

1,927 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Burnham & Co LLC held 800 shares of iShares S&P 500 Growth ETF worth $110K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Burnham & Co LLC position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.09% of Burnham & Co LLC's portfolio in Q2 2026, its #79 holding.
1,927 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.