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

Beacon Investment Advisory Services’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	$21.6K	Hold	157	–	–	﹤0.01%	539
2026 Q1	$17.8K	Sell	157 -1,500	-91%	-$180K	﹤0.01%	561
2025 Q4	$204K	Sell	1,657 -314	-16%	-$38.4K	0.01%	255
2025 Q3	$238K	Buy	1,971 +64	+3%	+$7.36K	0.01%	232
2025 Q2	$210K	Buy	+1,907	New	+$189K	0.01%	240
2024 Q1	–	Sell	-4,355	Closed	-$327K	–	272
2023 Q4	$327K	Hold	4,355	–	–	0.01%	219
2023 Q3	$298K	Buy	+4,355	New	+$308K	0.01%	235

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

Beacon Investment Advisory Services's IVW Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 157 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Beacon Investment Advisory Services first reported a position in IVW in Q3 2023 and has held it in 7 quarters since. The position peaked at $327K in Q4 2023. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Beacon Investment Advisory Services held 157 shares of iShares S&P 500 Growth ETF worth $21.6K as of Q2 2026.
Beacon Investment Advisory Services left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #539 holding.
Beacon Investment Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 7 quarters since.
Beacon Investment Advisory Services's iShares S&P 500 Growth ETF position peaked at $327K in Q4 2023.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.