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 Q2	$48.4M	Buy	351,931 +3,622	+1%	+$478K	0.22%	101
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 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 Pointe Advisors's IVW Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q2 2026, buying an estimated $478K and bringing the position to 351,931 shares worth $48.4M. The position accounts for 0.22% of the portfolio, ranked #101.

Beacon Pointe Advisors first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Beacon Pointe Advisors held 351,931 shares of iShares S&P 500 Growth ETF worth $48.4M as of Q2 2026.
Beacon Pointe Advisors bought 3,622 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $478K.
iShares S&P 500 Growth ETF made up 0.22% of Beacon Pointe Advisors's portfolio in Q2 2026, its #101 holding.
Beacon Pointe Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.