Becker Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Becker Capital 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 Q1	$1.79M	Buy	15,783 +472	+3%	+$56.8K	0.05%	145
2025 Q4	$1.89M	Sell	15,311 -4,519	-23%	-$553K	0.05%	140
2025 Q3	$2.39M	Buy	19,830 +1,190	+6%	+$137K	0.07%	136
2025 Q2	$2.05M	Hold	18,640	–	–	0.06%	136
2025 Q1	$1.73M	Buy	18,640 +16,316	+702%	+$1.64M	0.06%	141
2024 Q4	$236K	Sell	2,324 -350	-13%	-$34.9K	0.01%	254
2024 Q3	$256K	Hold	2,674	–	–	0.01%	254
2024 Q2	$247K	Hold	2,674	–	–	0.01%	246
2024 Q1	$226K	Sell	2,674 -65	-2%	-$5.22K	0.01%	253
2023 Q4	$206K	Sell	2,739 -469	-15%	-$33.4K	0.01%	258
2023 Q3	$220K	Hold	3,208	–	–	0.01%	251
2023 Q2	$226K	Hold	3,208	–	–	0.01%	262
2023 Q1	$205K	Buy	+3,208	New	+$196K	0.01%	251

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

Becker Capital Management's IVW Position: Q1 2026 in Review

Becker Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.1% in Q1 2026, buying an estimated $56.8K and bringing the position to 15,783 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #145.

Becker Capital Management first reported a position in IVW in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.39M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Becker Capital Management held 15,783 shares of iShares S&P 500 Growth ETF worth $1.79M as of Q1 2026.
Becker Capital Management bought 472 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $56.8K.
iShares S&P 500 Growth ETF made up 0.05% of Becker Capital Management's portfolio in Q1 2026, its #145 holding.
Becker Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Becker Capital Management's iShares S&P 500 Growth ETF position peaked at $2.39M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.