BFA
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
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 		$1.53M 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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Beacon Financial Advisory's IVW Position: Q1 2026 in Review

Beacon Financial Advisory increased its iShares S&P 500 Growth ETF (IVW) stake by 7.2% in Q1 2026, buying an estimated $169K and bringing the position to 20,854 shares worth $2.36M. The position accounts for 0.53% of the portfolio, ranked #31.

Beacon Financial Advisory first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.4M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Beacon Financial Advisory held 20,854 shares of iShares S&P 500 Growth ETF worth $2.36M as of Q1 2026.
  • Beacon Financial Advisory bought 1,408 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $169K.
  • iShares S&P 500 Growth ETF made up 0.53% of Beacon Financial Advisory's portfolio in Q1 2026, its #31 holding.
  • Beacon Financial Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's iShares S&P 500 Growth ETF position peaked at $2.4M in Q4 2025.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.