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 Q3	$1.06M	Buy	7,443 +445	+6%	+$61.7K	0.57%	40
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%	-$9.5K	0.52%	56
2025 Q3	$708K	Buy	+5,865	New	+$675K	0.55%	50

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

BAM Wealth Management's IVW Position: Q3 2026 in Review

BAM Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 6.4% in Q3 2026, buying an estimated $61.7K and bringing the position to 7,443 shares worth $1.06M. The position accounts for 0.57% of the portfolio, ranked #40.

BAM Wealth Management first reported a position in IVW in Q3 2025 and has held it in 5 quarters since. 1,624 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

BAM Wealth Management held 7,443 shares of iShares S&P 500 Growth ETF worth $1.06M as of Q3 2026.
BAM Wealth Management bought 445 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $61.7K.
iShares S&P 500 Growth ETF made up 0.57% of BAM Wealth Management's portfolio in Q3 2026, its #40 holding.
BAM Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 5 quarters since.
1,624 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.