Bawa N Mallick Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bawa N Mallick Trust’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	$2.78M	Hold	20,200	–	–	0.9%	24
2026 Q1	$2.28M	Hold	20,200	–	–	0.94%	21
2025 Q4	$2.49M	Hold	20,200	–	–	0.92%	22
2025 Q3	$2.44M	Hold	20,200	–	–	0.92%	22
2025 Q2	$2.22M	Hold	20,200	–	–	0.92%	21
2025 Q1	$1.88M	Hold	20,200	–	–	0.89%	23
2024 Q4	$2.05M	Buy	+20,200	New	+$2.02M	0.9%	22

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

Bawa N Mallick Trust's IVW Position: Q2 2026 in Review

Bawa N Mallick Trust held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 20,200 shares worth $2.78M. The position accounts for 0.9% of the portfolio, ranked #24.

Bawa N Mallick Trust first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Bawa N Mallick Trust held 20,200 shares of iShares S&P 500 Growth ETF worth $2.78M as of Q2 2026.
Bawa N Mallick Trust left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.9% of Bawa N Mallick Trust's portfolio in Q2 2026, its #24 holding.
Bawa N Mallick Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.