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 Q3	$1.02M	Buy	7,145 +3	+0%	+$416	0.2%	91
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Baker Tilly Wealth Management's IVW Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.04% in Q3 2026, buying an estimated $416 and bringing the position to 7,145 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #91.

Baker Tilly Wealth Management first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q2 2023. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Baker Tilly Wealth Management held 7,145 shares of iShares S&P 500 Growth ETF worth $1.02M as of Q3 2026.
Baker Tilly Wealth Management bought 3 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $416.
iShares S&P 500 Growth ETF made up 0.2% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #91 holding.
Baker Tilly Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Baker Tilly Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.41M in Q2 2023.
126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.