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

Barnes Wealth Management Group’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	$7.36M	Sell	53,517 -501	-0.9%	-$66.2K	3.4%	3
2026 Q1	$6.11M	Buy	54,018 +1,197	+2%	+$144K	3.1%	4
2025 Q4	$6.51M	Sell	52,821 -1,426	-3%	-$175K	3.48%	3
2025 Q3	$6.55M	Sell	54,247 -4,620	-8%	-$531K	3.61%	3
2025 Q2	$6.48M	Buy	58,867 +722	+1%	+$71.5K	3.83%	4
2025 Q1	$5.4M	Buy	58,145 +2,639	+5%	+$266K	3.46%	4
2024 Q4	$5.64M	Buy	+55,506	New	+$5.54M	3.78%	4

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Barnes Wealth Management Group's IVW Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.93% in Q2 2026, selling an estimated $66.2K and leaving 53,517 shares worth $7.36M. The position accounts for 3.4% of the portfolio, ranked #3.

Barnes Wealth Management Group first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Barnes Wealth Management Group held 53,517 shares of iShares S&P 500 Growth ETF worth $7.36M as of Q2 2026.
Barnes Wealth Management Group sold 501 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $66.2K.
iShares S&P 500 Growth ETF made up 3.4% of Barnes Wealth Management Group's portfolio in Q2 2026, its #3 holding.
Barnes Wealth Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.