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Barings’s iShares S&P 500 Growth ETF IVW Stock Holding History

Barings’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
-269,017
Closed -$33.2M – 185
2025
Q4 		$33.2M Sell
269,017
-102,192
-28% -$12.5M 0.61% 21
2025
Q3 		$44.8M Buy
371,209
+126,777
+52% +$14.6M 0.85% 18
2025
Q2 		$26.9M Buy
244,432
+211,581
+644% +$20.9M 0.63% 22
2025
Q1 		$3.05M Sell
32,851
-18,437
-36% -$1.86M 0.08% 97
2024
Q4 		$5.21M Buy
+51,288
New +$5.12M 0.12% 69
2024
Q2 		– Sell
-10,483
Closed -$885K – 161
2024
Q1 		$885K Sell
10,483
-510,182
-98% -$41M 0.02% 122
2023
Q4 		$39.1M Sell
520,665
-36,454
-7% -$2.59M 1.25% 14
2023
Q3 		$38.1M Buy
557,119
+305,623
+122% +$21.6M 1.3% 15
2023
Q2 		$17.7M Buy
+251,496
New +$16.6M 0.6% 24
2022
Q4 		– Sell
-149,227
Closed -$8.63M – 194
2022
Q3 		$8.63M Buy
+149,227
New +$9.7M 0.34% 47
2022
Q1 		– Sell
-601,002
Closed -$50.3M – 352
2021
Q4 		$50.3M Buy
601,002
+552,368
+1,136% +$44.5M 1.3% 12
2021
Q3 		$3.59M Hold
48,634
– – 0.08% 112
2021
Q2 		$3.54M Hold
48,634
– – 0.08% 133
2021
Q1 		$3.17M Sell
48,634
-363,064
-88% -$23.5M 0.08% 137
2020
Q4 		$26.3M Sell
411,698
-180,190
-30% -$10.9M 0.67% 28
2020
Q3 		$34.2M Buy
+591,888
New +$33.5M 0.79% 26

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Barings's IVW Position: Q1 2026 in Review

Barings sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 269,017 shares — an estimated $33.2M sold.

Barings first reported a position in IVW in Q3 2020 and held it in 16 quarters. The position peaked at $50.3M in Q4 2021. 2,051 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Barings reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Barings sold 269,017 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $33.2M.
  • Barings first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and held it in 16 quarters.
  • Barings's iShares S&P 500 Growth ETF position peaked at $50.3M in Q4 2021.
  • 2,051 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Barings's 13F filing for Q1 2026, filed 6 May 2026.