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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
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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Berkeley Inc's IVW Position: Q1 2026 in Review

Berkeley Inc sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 1,810 shares — an estimated $223K sold.

Berkeley Inc first reported a position in IVW in Q3 2025 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Berkeley Inc reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Berkeley Inc sold 1,810 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $223K.
  • Berkeley Inc first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and held it in 2 quarters.
  • Berkeley Inc's iShares S&P 500 Growth ETF position peaked at $223K in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.