Beaton Management Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beaton Management Company’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	$317K	Buy	2,804 +724	+35%	+$87.1K	0.14%	116
2025 Q4	$256K	Hold	2,080	–	–	0.11%	127
2025 Q3	$251K	Buy	+2,080	New	+$239K	0.11%	125
2022 Q2	–	Sell	-2,708	Closed	-$207K	–	134
2022 Q1	$207K	Sell	2,708 -950	-26%	-$71.4K	0.13%	137
2021 Q4	$496K	Buy	+3,658	New	+$295K	0.3%	84

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Beaton Management Company's IVW Position: Q1 2026 in Review

Beaton Management Company increased its iShares S&P 500 Growth ETF (IVW) stake by 35% in Q1 2026, buying an estimated $87.1K and bringing the position to 2,804 shares worth $317K. The position accounts for 0.14% of the portfolio, ranked #116.

Beaton Management Company first reported a position in IVW in Q4 2021 and has held it in 5 quarters since. The position peaked at $496K in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Beaton Management Company held 2,804 shares of iShares S&P 500 Growth ETF worth $317K as of Q1 2026.
Beaton Management Company bought 724 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $87.1K.
iShares S&P 500 Growth ETF made up 0.14% of Beaton Management Company's portfolio in Q1 2026, its #116 holding.
Beaton Management Company first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 5 quarters since.
Beaton Management Company's iShares S&P 500 Growth ETF position peaked at $496K in Q4 2021.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.