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

BAM 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	$962K	Buy	6,998 +578	+9%	+$76.3K	0.6%	37
2026 Q1	$726K	Buy	6,420 +633	+11%	+$76.1K	0.54%	49
2025 Q4	$713K	Sell	5,787 -78	-1%	-$9.55K	0.52%	56
2025 Q3	$708K	Buy	+5,865	New	+$675K	0.55%	50

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

BAM Wealth Management's IVW Position: Q2 2026 in Review

BAM Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 9% in Q2 2026, buying an estimated $76.3K and bringing the position to 6,998 shares worth $962K. The position accounts for 0.6% of the portfolio, ranked #37.

BAM Wealth Management first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 1,406 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

BAM Wealth Management held 6,998 shares of iShares S&P 500 Growth ETF worth $962K as of Q2 2026.
BAM Wealth Management bought 578 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $76.3K.
iShares S&P 500 Growth ETF made up 0.6% of BAM Wealth Management's portfolio in Q2 2026, its #37 holding.
BAM Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,406 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.