Berkshire Money Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Berkshire Money 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	–	Sell	-1,875	Closed	-$231K	–	83
2025 Q4	$231K	Buy	+1,875	New	+$229K	0.02%	116
2025 Q3	–	Sell	-1,171	Closed	-$129K	–	85
2025 Q2	$129K	Sell	1,171 -1,884	-62%	-$186K	0.01%	113
2025 Q1	$284K	Sell	3,055 -531	-15%	-$53.5K	0.03%	75
2024 Q4	$364K	Buy	+3,586	New	+$358K	0.04%	61
2024 Q2	–	Sell	-3,267	Closed	-$276K	–	57
2024 Q1	$276K	Buy	+3,267	New	+$262K	0.03%	70
2023 Q1	–	Sell	-19,668	Closed	-$1.15M	–	47
2022 Q4	$1.15M	Buy	19,668 +977	+5%	+$58.7K	0.18%	34
2022 Q3	$1.08M	Sell	18,691 -25,046	-57%	-$1.63M	0.19%	35
2022 Q2	$2.64M	Buy	+43,737	New	+$2.89M	0.44%	28

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return

Berkshire Money Management's IVW Position: Q1 2026 in Review

Berkshire Money Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 1,875 shares — an estimated $231K sold.

Berkshire Money Management first reported a position in IVW in Q2 2022 and held it in 8 quarters. The position peaked at $2.64M in Q2 2022. 2,045 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Berkshire Money Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 1,875 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $231K.
Berkshire Money Management first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and held it in 8 quarters.
Berkshire Money Management's iShares S&P 500 Growth ETF position peaked at $2.64M in Q2 2022.
2,045 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.