Beese Fulmer Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beese Fulmer Investment 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	$16.3M	Sell	118,790 -238	-0.2%	-$31.4K	0.94%	32
2026 Q1	$13.5M	Buy	119,028 +3,206	+3%	+$386K	0.86%	38
2025 Q4	$14.3M	Sell	115,822 -284	-0.2%	-$34.8K	0.93%	36
2025 Q3	$14M	Sell	116,106 -727	-0.6%	-$83.6K	0.97%	36
2025 Q2	$12.9M	Buy	116,833 +114,128	+4,219%	+$11.3M	0.96%	36
2025 Q1	$251K	Buy	2,705 +573	+27%	+$57.8K	0.02%	213
2024 Q4	$216K	Hold	2,132	–	–	0.02%	214
2024 Q3	$204K	Buy	+2,132	New	+$197K	0.02%	223
2021 Q2	–	Sell	-3,121	Closed	-$203K	–	236
2021 Q1	$203K	Buy	+3,121	New	+$202K	0.02%	216
2020 Q3	–	Sell	-1,672	Closed	-$87K	–	369
2020 Q2	$87K	Buy	+1,672	New	+$80.2K	0.01%	255

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Beese Fulmer Investment Management's IVW Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.2% in Q2 2026, selling an estimated $31.4K and leaving 118,790 shares worth $16.3M. The position accounts for 0.94% of the portfolio, ranked #32.

Beese Fulmer Investment Management first reported a position in IVW in Q2 2020 and has held it in 10 quarters since. 1,009 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Beese Fulmer Investment Management held 118,790 shares of iShares S&P 500 Growth ETF worth $16.3M as of Q2 2026.
Beese Fulmer Investment Management sold 238 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $31.4K.
iShares S&P 500 Growth ETF made up 0.94% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #32 holding.
Beese Fulmer Investment Management first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 10 quarters since.
1,009 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.