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 Q2	$1.64M	Sell	11,943 -3,840	-24%	-$507K	0.04%	149
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 $424B AUM 22.9% 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

Becker Capital Management's IVW Position: Q2 2026 in Review

Becker Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 24% in Q2 2026, selling an estimated $507K and leaving 11,943 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #149.

Becker Capital Management first reported a position in IVW in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.39M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Becker Capital Management held 11,943 shares of iShares S&P 500 Growth ETF worth $1.64M as of Q2 2026.
Becker Capital Management sold 3,840 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $507K.
iShares S&P 500 Growth ETF made up 0.04% of Becker Capital Management's portfolio in Q2 2026, its #149 holding.
Becker Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Becker Capital Management's iShares S&P 500 Growth ETF position peaked at $2.39M in Q3 2025.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.