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Baltimore-Washington Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Baltimore-Washington Financial Advisors’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 		– Sell
-2,720
Closed -$335K – 196
2025
Q4 		$335K Buy
2,720
+444
+20% +$54.3K 0.01% 147
2025
Q3 		$275K Buy
+2,276
New +$262K 0.01% 151

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IVW Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 2,720 shares — an estimated $335K sold.

Baltimore-Washington Financial Advisors first reported a position in IVW in Q3 2025 and held it in 2 quarters. The position peaked at $335K in Q4 2025. 2,055 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Baltimore-Washington Financial Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 2,720 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $335K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's iShares S&P 500 Growth ETF position peaked at $335K in Q4 2025.
  • 2,055 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.