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Beacon Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beacon Investment 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
Q1 		$1.04M Hold
9,200
– – 0.39% 71
2025
Q4 		$1.13M Hold
9,200
– – 0.45% 65
2025
Q3 		$1.11M Hold
9,200
– – 0.45% 63
2025
Q2 		$1.01M Sell
9,200
-141
-2% -$14K 0.43% 68
2025
Q1 		$867K Buy
+9,341
New +$942K 0.41% 70

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 Investment Advisors's IVW Position: Q1 2026 in Review

Beacon Investment Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 9,200 shares worth $1.04M. The position accounts for 0.39% of the portfolio, ranked #71.

Beacon Investment Advisors first reported a position in IVW in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Beacon Investment Advisors held 9,200 shares of iShares S&P 500 Growth ETF worth $1.04M as of Q1 2026.
  • Beacon Investment Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.39% of Beacon Investment Advisors's portfolio in Q1 2026, its #71 holding.
  • Beacon Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Beacon Investment Advisors's iShares S&P 500 Growth ETF position peaked at $1.13M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.