Barnes Pettey Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Barnes Pettey 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 Q2	$444K	Hold	3,229	–	–	0.14%	121
2026 Q1	$365K	Hold	3,229	–	–	0.16%	111
2025 Q4	$398K	Sell	3,229 -21	-0.6%	-$2.57K	0.2%	93
2025 Q3	$392K	Buy	3,250 +1,150	+55%	+$132K	0.22%	84
2025 Q2	$231K	Buy	+2,100	New	+$208K	0.15%	99
2025 Q1	–	Sell	-2,100	Closed	-$213K	–	104
2024 Q4	$213K	Hold	2,100	–	–	0.16%	97
2024 Q3	$201K	Buy	+2,100	New	+$194K	0.16%	99

Other funds holding IVW

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Barnes Pettey Financial Advisors's IVW Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,229 shares worth $444K. The position accounts for 0.14% of the portfolio, ranked #121.

Barnes Pettey Financial Advisors first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Barnes Pettey Financial Advisors held 3,229 shares of iShares S&P 500 Growth ETF worth $444K as of Q2 2026.
Barnes Pettey Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.14% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #121 holding.
Barnes Pettey Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.