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 Q2	$636K	Buy	4,622 +486	+12%	+$64.2K	0.01%	227
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 $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

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

Badgley Phelps Wealth Managers's IVW Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q2 2026, buying an estimated $64.2K and bringing the position to 4,622 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #227.

Badgley Phelps Wealth Managers first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. The position peaked at $903K in Q2 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Badgley Phelps Wealth Managers held 4,622 shares of iShares S&P 500 Growth ETF worth $636K as of Q2 2026.
Badgley Phelps Wealth Managers bought 486 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $64.2K.
iShares S&P 500 Growth ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #227 holding.
Badgley Phelps Wealth Managers first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Badgley Phelps Wealth Managers's iShares S&P 500 Growth ETF position peaked at $903K in Q2 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.