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

BCGM 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	$1.18M	Buy	8,572 +3,001	+54%	+$396K	0.25%	84
2026 Q1	$630K	Buy	5,571 +280	+5%	+$33.7K	0.16%	104
2025 Q4	$652K	Sell	5,291 -221	-4%	-$27K	0.17%	98
2025 Q3	$665K	Buy	5,512 +3	+0.1%	+$345	0.17%	99
2025 Q2	$607K	Buy	5,509 +1,233	+29%	+$122K	0.17%	96
2025 Q1	$397K	Buy	4,276 +145	+4%	+$14.6K	0.12%	111
2024 Q4	$419K	Buy	4,131 +1,879	+83%	+$187K	0.13%	105
2024 Q3	$216K	Sell	2,252 -77	-3%	-$7.11K	0.07%	149
2024 Q2	$216K	Buy	+2,329	New	+$201K	0.07%	144

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

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

BCGM Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 54% in Q2 2026, buying an estimated $396K and bringing the position to 8,572 shares worth $1.18M. The position accounts for 0.25% of the portfolio, ranked #84.

BCGM Wealth Management first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

BCGM Wealth Management held 8,572 shares of iShares S&P 500 Growth ETF worth $1.18M as of Q2 2026.
BCGM Wealth Management bought 3,001 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $396K.
iShares S&P 500 Growth ETF made up 0.25% of BCGM Wealth Management's portfolio in Q2 2026, its #84 holding.
BCGM Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.