Bay Colony Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bay Colony Advisors’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	$1.07M	Sell	7,771 -334	-4%	-$44.1K	0.12%	153
2026 Q1	$917K	Buy	8,105 +707	+10%	+$85K	0.11%	165
2025 Q4	$912K	Buy	7,398 +1,368	+23%	+$167K	0.11%	171
2025 Q3	$728K	Sell	6,030 -642	-10%	-$73.8K	0.09%	211
2025 Q2	$735K	Buy	+6,672	New	+$660K	0.1%	183
2022 Q2	–	Sell	-3,272	Closed	-$250K	–	366
2022 Q1	$250K	Sell	3,272 -461	-12%	-$34.6K	0.06%	296
2021 Q4	$312K	Buy	3,733 +4	+0.1%	+$322	0.09%	258
2021 Q3	$276K	Buy	3,729 +5	+0.1%	+$381	0.09%	272
2021 Q2	$271K	Sell	3,724 -56	-1%	-$3.88K	0.09%	281
2021 Q1	$246K	Buy	3,780 +6	+0.2%	+$388	0.09%	268
2020 Q4	$241K	Buy	3,774 +230	+6%	+$13.9K	0.13%	229
2020 Q3	$205K	Buy	+3,544	New	+$201K	0.13%	229
2018 Q3	–	Sell	-2,876	Closed	-$117K	–	550
2018 Q2	$117K	Buy	+2,876	New	+$116K	0.08%	224

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

Bay Colony Advisors's IVW Position: Q2 2026 in Review

Bay Colony Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q2 2026, selling an estimated $44.1K and leaving 7,771 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #153.

Bay Colony Advisors first reported a position in IVW in Q2 2018 and has held it in 13 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Bay Colony Advisors held 7,771 shares of iShares S&P 500 Growth ETF worth $1.07M as of Q2 2026.
Bay Colony Advisors sold 334 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $44.1K.
iShares S&P 500 Growth ETF made up 0.12% of Bay Colony Advisors's portfolio in Q2 2026, its #153 holding.
Bay Colony Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 13 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.