Baron Wealth Management
IVW icon

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

Baron 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 		$4.04M Sell
28,417
-207
-0.7% -$28.7K 1.04% 15
2026
Q2 		$3.94M Buy
28,624
+139
+0.5% +$18.4K 1.02% 13
2026
Q1 		$3.22M Sell
28,485
-340
-1% -$40.9K 0.96% 15
2025
Q4 		$3.55M Buy
28,825
+16
+0.1% +$1.96K 1.09% 13
2025
Q3 		$3.48M Buy
28,809
+25
+0.1% +$2.88K 1.15% 13
2025
Q2 		$3.17M Buy
28,784
+27
+0.1% +$2.67K 1.12% 13
2025
Q1 		$2.67M Sell
28,757
-174
-0.6% -$17.5K 1.17% 11
2024
Q4 		$2.94M Buy
28,931
+36
+0.1% +$3.59K 1.38% 11
2024
Q3 		$2.77M Sell
28,895
-242
-0.8% -$22.3K 1.33% 10
2024
Q2 		$2.7M Sell
29,137
-122
-0.4% -$10.5K 1.4% 11
2024
Q1 		$2.47M Sell
29,259
-2,017
-6% -$162K 1.31% 11
2023
Q4 		$2.35M Buy
31,276
+173
+0.6% +$12.3K 1.29% 11
2023
Q3 		$2.13M Hold
31,103
– – 1.36% 11
2023
Q2 		$2.19M Buy
31,103
+64
+0.2% +$4.23K 1.39% 11
2023
Q1 		$1.98M Sell
31,039
-23,182
-43% -$1.42M 1.4% 11
2022
Q4 		$3.17M Buy
+54,221
New +$3.26M 2.43% 8

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Baron Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.72% in Q3 2026, selling an estimated $28.7K and leaving 28,417 shares worth $4.04M. The position accounts for 1.04% of the portfolio, ranked #15.

Baron Wealth Management first reported a position in IVW in Q4 2022 and has held it in 16 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Baron Wealth Management held 28,417 shares of iShares S&P 500 Growth ETF worth $4.04M as of Q3 2026.
  • Baron Wealth Management sold 207 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $28.7K.
  • iShares S&P 500 Growth ETF made up 1.04% of Baron Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Baron Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.