Baron Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Baron Financial 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	$207K	Buy	+1,502	New	+$198K	0.1%	56
2022 Q3	–	Sell	-1,502	Closed	-$90.6K	–	124
2022 Q2	$90.6K	Buy	1,502 +3	+0.2%	+$199	0.06%	63
2022 Q1	$114K	Buy	1,499 +2	+0.1%	+$150	0.07%	60
2021 Q4	$125K	Sell	1,497 -16	-1%	-$1.29K	0.07%	58
2021 Q3	$112K	Hold	1,513	–	–	0.07%	62
2021 Q2	$110K	Sell	1,513 -16	-1%	-$1.11K	0.07%	64
2021 Q1	$99.5K	Hold	1,529	–	–	0.07%	66
2020 Q4	$97.6K	Buy	1,529 +5	+0.3%	+$303	0.08%	64
2020 Q3	$88.1K	Buy	+1,524	New	+$86.3K	0.08%	65

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Baron Financial Group's IVW Position: Q2 2026 in Review

Baron Financial Group opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,502 shares worth $207K. The stake represents 0.1% of the portfolio and ranks #56 among its holdings. This is a return to the name: Baron Financial Group previously reported a position in IVW as recently as Q2 2022.

Baron Financial Group first reported a position in IVW in Q3 2020 and has held it in 9 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Baron Financial Group held 1,502 shares of iShares S&P 500 Growth ETF worth $207K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Baron Financial Group position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.1% of Baron Financial Group's portfolio in Q2 2026, its #56 holding.
Baron Financial Group first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 9 quarters since.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.