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

Beacon Pointe 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 		$39.4M Buy
348,309
+45,650
+15% +$5.49M 0.21% 112
2025
Q4 		$37.3M Buy
302,659
+53,968
+22% +$6.61M 0.26% 86
2025
Q3 		$30M Sell
248,691
-31,040
-11% -$3.57M 0.25% 88
2025
Q2 		$30.8M Buy
279,731
+243
+0.1% +$24.1K 0.32% 64
2025
Q1 		$25.9M Buy
279,488
+10,806
+4% +$1.09M 0.29% 77
2024
Q4 		$27.3M Buy
268,682
+24,683
+10% +$2.46M 0.3% 70
2024
Q3 		$23.4M Sell
243,999
-3,346
-1% -$309K 0.27% 84
2024
Q2 		$22.9M Buy
247,345
+15,783
+7% +$1.36M 0.27% 81
2024
Q1 		$19.6M Buy
231,562
+5,298
+2% +$426K 0.22% 112
2023
Q4 		$17M Sell
226,264
-316,060
-58% -$22.5M 0.2% 121
2023
Q3 		$37.1M Buy
542,324
+36,329
+7% +$2.57M 0.46% 42
2023
Q2 		$35.7M Buy
505,995
+318,564
+170% +$21.1M 0.58% 33
2023
Q1 		$12M Sell
187,431
-12,529
-6% -$766K 0.2% 110
2022
Q4 		$11.7M Buy
199,960
+39,122
+24% +$2.35M 0.23% 102
2022
Q3 		$9.31M Sell
160,838
-4,299
-3% -$279K 0.21% 111
2022
Q2 		$9.98M Sell
165,137
-61,095
-27% -$4.04M 0.21% 112
2022
Q1 		$17.3M Buy
226,232
+77,330
+52% +$5.81M 0.24% 103
2021
Q4 		$12.5M Sell
148,902
-9,551
-6% -$769K 0.32% 76
2021
Q3 		$11.7M Sell
158,453
-22,490
-12% -$1.71M 0.29% 94
2021
Q2 		$13.2M Buy
180,943
+28,621
+19% +$1.98M 0.47% 52
2021
Q1 		$9.91M Buy
152,322
+11,020
+8% +$712K 0.61% 36
2020
Q4 		$9.02M Sell
141,302
-52,926
-27% -$3.21M 0.62% 35
2020
Q3 		$11.2M Buy
194,228
+768
+0.4% +$43.5K 1.09% 23
2020
Q2 		$10M Buy
193,460
+94,208
+95% +$4.52M 1% 22
2020
Q1 		$4.09M Buy
99,252
+21,160
+27% +$1M 0.65% 40
2019
Q4 		$3.78M Sell
78,092
-4,116
-5% -$191K 1.17% 21
2019
Q3 		$3.7M Sell
82,208
-1,632
-2% -$73.8K 1.6% 14
2019
Q2 		$3.76M Buy
83,840
+28,600
+52% +$1.26M 1.37% 17
2019
Q1 		$2.38M Buy
55,240
+42,672
+340% +$1.75M 0.89% 33
2018
Q4 		$473K Buy
+12,568
New +$509K 0.29% 95

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 Pointe Advisors's IVW Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 15% in Q1 2026, buying an estimated $5.49M and bringing the position to 348,309 shares worth $39.4M. The position accounts for 0.21% of the portfolio, ranked #112.

Beacon Pointe Advisors first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Beacon Pointe Advisors held 348,309 shares of iShares S&P 500 Growth ETF worth $39.4M as of Q1 2026.
  • Beacon Pointe Advisors bought 45,650 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $5.49M.
  • iShares S&P 500 Growth ETF made up 0.21% of Beacon Pointe Advisors's portfolio in Q1 2026, its #112 holding.
  • Beacon Pointe Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.