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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
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

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
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 Wealth Management's IVW Position: Q2 2026 in Review

Baron Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.49% in Q2 2026, buying an estimated $18.4K and bringing the position to 28,624 shares worth $3.94M. The position accounts for 1.02% of the portfolio, ranked #13.

Baron Wealth Management first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Baron Wealth Management held 28,624 shares of iShares S&P 500 Growth ETF worth $3.94M as of Q2 2026.
  • Baron Wealth Management bought 139 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $18.4K.
  • iShares S&P 500 Growth ETF made up 1.02% of Baron Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Baron Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.