Beaumont Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beaumont Financial 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	$612K	Hold	4,452	–	–	0.04%	224
2026 Q1	$504K	Hold	4,452	–	–	0.03%	235
2025 Q4	$549K	Sell	4,452 -58	-1%	-$7.1K	0.04%	221
2025 Q3	$544K	Hold	4,510	–	–	0.04%	226
2025 Q2	$497K	Buy	4,510 +58	+1%	+$5.74K	0.04%	221
2025 Q1	$413K	Hold	4,452	–	–	0.03%	244
2024 Q4	$452K	Hold	4,452	–	–	0.03%	233
2024 Q3	$426K	Hold	4,452	–	–	0.03%	228
2024 Q2	$412K	Hold	4,452	–	–	0.03%	229
2024 Q1	$376K	Sell	4,452 -1,592	-26%	-$128K	0.03%	245
2023 Q4	$454K	Sell	6,044 -1,480	-20%	-$105K	0.04%	207
2023 Q3	$515K	Hold	7,524	–	–	0.05%	176
2023 Q2	$530K	Hold	7,524	–	–	0.05%	184
2023 Q1	$481K	Hold	7,524	–	–	0.05%	175
2022 Q4	$440K	Sell	7,524 -3,100	-29%	-$186K	0.04%	190
2022 Q3	$615K	Buy	10,624 +868	+9%	+$56.4K	0.06%	155
2022 Q2	$589K	Hold	9,756	–	–	0.05%	164
2022 Q1	$745K	Hold	9,756	–	–	0.06%	175
2021 Q4	$816K	Hold	9,756	–	–	0.06%	162
2021 Q3	$721K	Sell	9,756 -104	-1%	-$7.93K	0.06%	169
2021 Q2	$717K	Hold	9,860	–	–	0.05%	172
2021 Q1	$642K	Sell	9,860 -384	-4%	-$24.8K	0.05%	173
2020 Q4	$654K	Buy	10,244 +1,724	+20%	+$105K	0.06%	172
2020 Q3	$492K	Sell	8,520 -188	-2%	-$10.6K	0.05%	197
2020 Q2	$452K	Buy	+8,708	New	+$417K	0.05%	195
2020 Q1	–	Sell	-4,752	Closed	-$230K	–	264
2019 Q4	$230K	Hold	4,752	–	–	0.02%	254
2019 Q3	$214K	Hold	4,752	–	–	0.02%	252
2019 Q2	$213K	Sell	4,752 -16	-0.3%	-$704	0.02%	232
2019 Q1	$206K	Buy	+4,768	New	+$195K	0.02%	220
2018 Q4	–	Sell	-5,804	Closed	-$257K	–	220
2018 Q3	$257K	Buy	5,804 +600	+12%	+$25.8K	0.03%	198
2018 Q2	$212K	Buy	+5,204	New	+$209K	0.02%	194

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

Beaumont Financial Advisors's IVW Position: Q2 2026 in Review

Beaumont Financial Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,452 shares worth $612K. The position accounts for 0.04% of the portfolio, ranked #224.

Beaumont Financial Advisors first reported a position in IVW in Q2 2018 and has held it in 31 quarters since. The position peaked at $816K in Q4 2021. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Beaumont Financial Advisors held 4,452 shares of iShares S&P 500 Growth ETF worth $612K as of Q2 2026.
Beaumont Financial Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #224 holding.
Beaumont Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 31 quarters since.
Beaumont Financial Advisors's iShares S&P 500 Growth ETF position peaked at $816K in Q4 2021.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.