Beacon Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.26M | Buy |
9,162
+209
| +2% | +$27.6K | 0.11% | 160 |
|
|
2026
Q1 | $1.01M | Sell |
8,953
-409
| -4% | -$49.2K | 0.1% | 166 |
|
|
2025
Q4 | $1.15M | Sell |
9,362
-135
| -1% | -$16.5K | 0.11% | 158 |
|
|
2025
Q3 | $1.15M | Buy |
9,497
+76
| +0.8% | +$8.74K | 0.11% | 161 |
|
|
2025
Q2 | $1.04M | Sell |
9,421
-1,169
| -11% | -$116K | 0.11% | 162 |
|
|
2025
Q1 | $983K | Buy |
10,590
+1,584
| +18% | +$160K | 0.11% | 166 |
|
|
2024
Q4 | $914K | Sell |
9,006
-414
| -4% | -$41.3K | 0.1% | 168 |
|
|
2024
Q3 | $902K | Buy |
9,420
+1,065
| +13% | +$98.3K | 0.1% | 167 |
|
|
2024
Q2 | $773K | Buy |
8,355
+2,376
| +40% | +$205K | 0.09% | 177 |
|
|
2024
Q1 | $505K | Buy |
5,979
+2,233
| +60% | +$179K | 0.06% | 213 |
|
|
2023
Q4 | $281K | Buy |
+3,746
| New | +$267K | 0.03% | 271 |
|
|
2020
Q2 | – | Sell |
-8,000
| Closed | -$472K | – | 186 |
|
|
2020
Q1 | $472K | Hold |
8,000
| – | – | 0.1% | 134 |
|
|
2019
Q4 | $387K | Hold |
8,000
| – | – | 0.05% | 168 |
|
|
2019
Q3 | $358K | Hold |
8,000
| – | – | 0.06% | 160 |
|
|
2019
Q2 | $358K | Hold |
8,000
| – | – | 0.06% | 165 |
|
|
2019
Q1 | $345K | Hold |
8,000
| – | – | 0.06% | 150 |
|
|
2018
Q4 | $298K | Hold |
8,000
| – | – | 0.06% | 159 |
|
|
2018
Q3 | $354K | Sell |
8,000
-1,500
| -16% | -$64.5K | 0.06% | 155 |
|
|
2018
Q2 | $386K | Hold |
9,500
| – | – | 0.07% | 148 |
|
|
2018
Q1 | $368K | Hold |
9,500
| – | – | 0.06% | 156 |
|
|
2017
Q4 | $363K | Hold |
9,500
| – | – | 0.06% | 154 |
|
|
2017
Q3 | $341K | Hold |
9,500
| – | – | 0.06% | 151 |
|
|
2017
Q2 | $324K | Hold |
9,500
| – | – | 0.06% | 160 |
|
|
2017
Q1 | $312K | Hold |
9,500
| – | – | 0.06% | 159 |
|
|
2016
Q4 | $289K | Hold |
9,500
| – | – | 0.06% | 166 |
|
|
2016
Q3 | $287K | Hold |
9,500
| – | – | 0.06% | 165 |
|
|
2016
Q2 | $274K | Hold |
9,500
| – | – | 0.06% | 162 |
|
|
2016
Q1 | $275K | Hold |
9,500
| – | – | 0.06% | 154 |
|
|
2015
Q4 | $278K | Hold |
9,500
| – | – | 0.06% | 148 |
|
|
2015
Q3 | $251K | Hold |
9,500
| – | – | 0.06% | 146 |
|
|
2015
Q2 | $269K | Hold |
9,500
| – | – | 0.06% | 151 |
|
|
2015
Q1 | $274K | Hold |
9,500
| – | – | 0.06% | 149 |
|
|
2014
Q4 | $267K | Hold |
9,500
| – | – | 0.06% | 152 |
|
|
2014
Q3 | $254K | Hold |
9,500
| – | – | 0.06% | 171 |
|
|
2014
Q2 | $250K | Hold |
9,500
| – | – | 0.06% | 152 |
|
|
2014
Q1 | $235K | Hold |
9,500
| – | – | 0.05% | 160 |
|
|
2013
Q4 | $233K | Hold |
9,500
| – | – | 0.04% | 174 |
|
|
2013
Q3 | $213K | Buy |
+9,500
| New | +$210K | 0.05% | 168 |
|
Other funds holding IVW
Beacon Financial Group's IVW Position: Q2 2026 in Review
Beacon Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q2 2026, buying an estimated $27.6K and bringing the position to 9,162 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #160.
Beacon Financial Group first reported a position in IVW in Q3 2013 and has held it in 38 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Beacon Financial Group held 9,162 shares of iShares S&P 500 Growth ETF worth $1.26M as of Q2 2026.
- Beacon Financial Group bought 209 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $27.6K.
- iShares S&P 500 Growth ETF made up 0.11% of Beacon Financial Group's portfolio in Q2 2026, its #160 holding.
- Beacon Financial Group first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and has held it in 38 quarters since.
- 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.