Badgley Phelps Wealth Managers’s iShares S&P 500 Growth ETF IVW Stock Holding History

Badgley Phelps Wealth Managers’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	$468K	Sell	4,136 -204	-5%	-$24.5K	0.01%	249
2025 Q4	$535K	Sell	4,340 -2,936	-40%	-$359K	0.01%	232
2025 Q3	$878K	Sell	7,276 -929	-11%	-$107K	0.02%	192
2025 Q2	$903K	Hold	8,205	–	–	0.02%	183
2025 Q1	$762K	Hold	8,205	–	–	0.02%	187
2024 Q4	$833K	Hold	8,205	–	–	0.02%	183
2024 Q3	$786K	Buy	+8,205	New	+$758K	0.02%	187

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

Badgley Phelps Wealth Managers's IVW Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.7% in Q1 2026, selling an estimated $24.5K and leaving 4,136 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #249.

Badgley Phelps Wealth Managers first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. The position peaked at $903K in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Badgley Phelps Wealth Managers held 4,136 shares of iShares S&P 500 Growth ETF worth $468K as of Q1 2026.
Badgley Phelps Wealth Managers sold 204 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $24.5K.
iShares S&P 500 Growth ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #249 holding.
Badgley Phelps Wealth Managers first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Badgley Phelps Wealth Managers's iShares S&P 500 Growth ETF position peaked at $903K in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.