Baker Tilly Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Baker Tilly Wealth 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	$982K	Buy	7,142 +1,462	+26%	+$193K	0.21%	92
2026 Q1	$642K	Sell	5,680 -638	-10%	-$76.7K	0.16%	131
2025 Q4	$779K	Buy	6,318 +1,573	+33%	+$193K	0.19%	112
2025 Q3	$573K	Buy	4,745 +88	+2%	+$10.1K	0.13%	136
2025 Q2	$513K	Sell	4,657 -21	-0.4%	-$2.08K	0.18%	117
2025 Q1	$434K	Buy	4,678 +382	+9%	+$38.5K	0.17%	132
2024 Q4	$436K	Buy	+4,296	New	+$429K	0.17%	135
2024 Q2	–	Sell	-5,781	Closed	-$488K	–	347
2024 Q1	$488K	Sell	5,781 -1,052	-15%	-$84.5K	0.09%	256
2023 Q4	$513K	Buy	6,833 +718	+12%	+$51.1K	0.08%	272
2023 Q3	$418K	Sell	6,115 -13,946	-70%	-$987K	0.07%	298
2023 Q2	$1.41M	Sell	20,061 -512	-2%	-$33.8K	0.15%	151
2023 Q1	$1.31M	Buy	20,573 +14,814	+257%	+$906K	0.15%	152
2022 Q4	$337K	Sell	5,759 -465	-7%	-$27.9K	0.04%	411
2022 Q3	$360K	Buy	6,224 +605	+11%	+$39.3K	0.05%	374
2022 Q2	$339K	Hold	5,619	–	–	0.04%	391
2022 Q1	$429K	Buy	5,619 +50	+0.9%	+$3.76K	0.05%	376
2021 Q4	$466K	Hold	5,569	–	–	0.05%	367
2021 Q3	$412K	Buy	5,569 +1,397	+33%	+$106K	0.05%	360
2021 Q2	$303K	Buy	4,172 +76	+2%	+$5.26K	0.05%	396
2021 Q1	$267K	Buy	4,096 +140	+4%	+$9.05K	0.05%	387
2020 Q4	$252K	Buy	+3,956	New	+$240K	0.08%	278

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

Baker Tilly Wealth Management's IVW Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 26% in Q2 2026, buying an estimated $193K and bringing the position to 7,142 shares worth $982K. The position accounts for 0.21% of the portfolio, ranked #92.

Baker Tilly Wealth Management first reported a position in IVW in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.41M in Q2 2023. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Baker Tilly Wealth Management held 7,142 shares of iShares S&P 500 Growth ETF worth $982K as of Q2 2026.
Baker Tilly Wealth Management bought 1,462 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $193K.
iShares S&P 500 Growth ETF made up 0.21% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #92 holding.
Baker Tilly Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 21 quarters since.
Baker Tilly Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.41M in Q2 2023.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.