Ballast Rock Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ballast Rock Private Wealth’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	$1.4M	Buy	10,144 +1	+0%	+$132	0.64%	42
2026 Q1	$1.15M	Buy	10,143 +2	+0%	+$241	0.63%	45
2025 Q4	$1.25M	Buy	+10,141	New	+$1.24M	0.78%	38

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

Ballast Rock Private Wealth's IVW Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q2 2026, buying an estimated $132 and bringing the position to 10,144 shares worth $1.4M. The position accounts for 0.64% of the portfolio, ranked #42.

Ballast Rock Private Wealth first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Ballast Rock Private Wealth held 10,144 shares of iShares S&P 500 Growth ETF worth $1.4M as of Q2 2026.
Ballast Rock Private Wealth bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
iShares S&P 500 Growth ETF made up 0.64% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #42 holding.
Ballast Rock Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,125 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.