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Beaird Harris Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beaird Harris Wealth Management’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 		$273K Buy
1,982
+868
+78% +$115K 0.02% 122
2026
Q1 		$126K Sell
1,114
-550
-33% -$66.1K 0.01% 168
2025
Q4 		$205K Hold
1,664
– – 0.01% 131
2025
Q3 		$201K Hold
1,664
– – 0.01% 129
2025
Q2 		$183K Hold
1,664
– – 0.01% 134
2025
Q1 		$154K Buy
1,664
+45
+3% +$4.54K 0.01% 138
2024
Q4 		$164K Buy
1,619
+824
+104% +$82.2K 0.01% 135
2024
Q3 		$76.1K Buy
795
+180
+29% +$16.6K 0.01% 202
2024
Q2 		$56.9K Buy
615
+65
+12% +$5.6K 0.01% 210
2024
Q1 		$46.4K Hold
550
– – ﹤0.01% 208
2023
Q4 		$41.3K Hold
550
– – ﹤0.01% 201
2023
Q3 		$37.6K Hold
550
– – ﹤0.01% 191
2023
Q2 		$38.8K Hold
550
– – ﹤0.01% 184
2023
Q1 		$35.1K Hold
550
– – 0.01% 191
2022
Q4 		$32.2K Hold
550
– – 0.01% 213
2022
Q3 		$32K Buy
+550
New +$35.7K 0.01% 195

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Beaird Harris Wealth Management's IVW Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 78% in Q2 2026, buying an estimated $115K and bringing the position to 1,982 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #122.

Beaird Harris Wealth Management first reported a position in IVW in Q3 2022 and has held it in 16 quarters since. 472 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Beaird Harris Wealth Management held 1,982 shares of iShares S&P 500 Growth ETF worth $273K as of Q2 2026.
  • Beaird Harris Wealth Management bought 868 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $115K.
  • iShares S&P 500 Growth ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Beaird Harris Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 472 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.