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

Base 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	$648K	Sell	4,709 -376	-7%	-$49.6K	0.3%	38
2026 Q1	$575K	Sell	5,085 -17	-0.3%	-$2.04K	0.32%	37
2025 Q4	$629K	Sell	5,102 -897	-15%	-$110K	0.34%	38
2025 Q3	$724K	Sell	5,999 -320	-5%	-$36.8K	0.41%	34
2025 Q2	$696K	Sell	6,319 -129	-2%	-$12.8K	0.45%	33
2025 Q1	$599K	Buy	+6,448	New	+$650K	0.46%	32

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Base Wealth Management's IVW Position: Q2 2026 in Review

Base Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.4% in Q2 2026, selling an estimated $49.6K and leaving 4,709 shares worth $648K. The position accounts for 0.3% of the portfolio, ranked #38.

Base Wealth Management first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. The position peaked at $724K in Q3 2025. 1,785 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Base Wealth Management held 4,709 shares of iShares S&P 500 Growth ETF worth $648K as of Q2 2026.
Base Wealth Management sold 376 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $49.6K.
iShares S&P 500 Growth ETF made up 0.3% of Base Wealth Management's portfolio in Q2 2026, its #38 holding.
Base Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Base Wealth Management's iShares S&P 500 Growth ETF position peaked at $724K in Q3 2025.
1,785 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.