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Berkeley Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

Berkeley Inc’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 		$208K Buy
+1,510
New +$199K 0.07% 85
2026
Q1 		– Sell
-1,810
Closed -$223K – 82
2025
Q4 		$223K Hold
1,810
– – 0.07% 77
2025
Q3 		$219K Buy
+1,810
New +$208K 0.07% 73

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Berkeley Inc's IVW Position: Q2 2026 in Review

Berkeley Inc opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,510 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #85 among its holdings. This is a return to the name: Berkeley Inc previously reported a position in IVW as recently as Q4 2025.

Berkeley Inc first reported a position in IVW in Q3 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Berkeley Inc held 1,510 shares of iShares S&P 500 Growth ETF worth $208K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Berkeley Inc position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.07% of Berkeley Inc's portfolio in Q2 2026, its #85 holding.
  • Berkeley Inc first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Berkeley Inc's iShares S&P 500 Growth ETF position peaked at $223K in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.