Beacon Financial Advisory
IVW icon

Beacon Financial Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beacon Financial Advisory’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
Q3 		$3.24M Buy
22,783
+1,201
+6% +$166K 0.61% 30
2026
Q2 		$2.97M Buy
21,582
+728
+3% +$96.1K 0.58% 29
2026
Q1 		$2.36M Buy
20,854
+1,408
+7% +$169K 0.53% 31
2025
Q4 		$2.4M Buy
19,446
+57
+0.3% +$6.98K 0.56% 34
2025
Q3 		$2.34M Sell
19,389
-266
-1% -$30.6K 0.54% 33
2025
Q2 		$2.16M Sell
19,655
-392
-2% -$38.8K 0.56% 33
2025
Q1 		$1.86M Sell
20,047
-390
-2% -$39.3K 0.56% 33
2024
Q4 		$2.07M Buy
20,437
+2,605
+15% +$260K 0.67% 27
2024
Q3 		$1.71M Sell
17,832
-1,533
-8% -$142K 0.58% 35
2024
Q2 		$1.79M Buy
19,365
+5,311
+38% +$458K 0.67% 27
2024
Q1 		$1.19M Buy
14,054
+2,887
+26% +$232K 0.58% 35
2023
Q4 		$839K Sell
11,167
-277
-2% -$19.7K 0.4% 71
2023
Q3 		$783K Buy
11,444
+2,939
+35% +$208K 0.43% 72
2023
Q2 		$599K Buy
8,505
+9
+0.1% +$595 0.34% 93
2023
Q1 		$543K Sell
8,496
-388
-4% -$23.7K 0.34% 99
2022
Q4 		$520K Sell
8,884
-11,912
-57% -$715K 0.37% 89
2022
Q3 		$1.2M Sell
20,796
-4,639
-18% -$301K 0.86% 30
2022
Q2 		$1.54M Sell
25,435
-832
-3% -$55.1K 0.87% 28
2022
Q1 		$2.01M Sell
26,267
-364
-1% -$27.3K 0.96% 26
2021
Q4 		$2.23M Buy
26,631
+11
+0% +$886 1.03% 21
2021
Q3 		$1.97M Buy
26,620
+265
+1% +$20.2K 1.02% 25
2021
Q2 		$1.92M Buy
26,355
+155
+0.6% +$10.7K 1.03% 22
2021
Q1 		$1.71M Buy
26,200
+907
+4% +$58.6K 0.98% 21
2020
Q4 		$1.61M Buy
25,293
+3,249
+15% +$197K 1.05% 22
2020
Q3 		$1.27M Buy
22,044
+2,964
+16% +$168K 1.11% 22
2020
Q2 		$989K Buy
19,080
+244
+1% +$11.7K 1.08% 27
2020
Q1 		$777K Buy
18,836
+8,564
+83% +$405K 0.99% 30
2019
Q4 		$497K Buy
+10,272
New +$476K 0.43% 75

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Beacon Financial Advisory's IVW Position: Q3 2026 in Review

Beacon Financial Advisory increased its iShares S&P 500 Growth ETF (IVW) stake by 5.6% in Q3 2026, buying an estimated $166K and bringing the position to 22,783 shares worth $3.24M. The position accounts for 0.61% of the portfolio, ranked #30.

Beacon Financial Advisory first reported a position in IVW in Q4 2019 and has held it in 28 quarters since. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Beacon Financial Advisory held 22,783 shares of iShares S&P 500 Growth ETF worth $3.24M as of Q3 2026.
  • Beacon Financial Advisory bought 1,201 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $166K.
  • iShares S&P 500 Growth ETF made up 0.61% of Beacon Financial Advisory's portfolio in Q3 2026, its #30 holding.
  • Beacon Financial Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.