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Berman McAleer’s iShares S&P 500 Growth ETF IVW Stock Holding History

Berman McAleer’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 		$1.28M Sell
9,325
-820
-8% -$108K 0.15% 55
2026
Q1 		$1.15M Hold
10,145
– – 0.16% 54
2025
Q4 		$1.25M Sell
10,145
-974
-9% -$119K 0.17% 52
2025
Q3 		$1.34M Buy
+11,119
New +$1.28M 0.19% 51

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

Berman McAleer's IVW Position: Q2 2026 in Review

Berman McAleer reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.1% in Q2 2026, selling an estimated $108K and leaving 9,325 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #55.

Berman McAleer first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q3 2025. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Berman McAleer held 9,325 shares of iShares S&P 500 Growth ETF worth $1.28M as of Q2 2026.
  • Berman McAleer sold 820 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $108K.
  • iShares S&P 500 Growth ETF made up 0.15% of Berman McAleer's portfolio in Q2 2026, its #55 holding.
  • Berman McAleer first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's iShares S&P 500 Growth ETF position peaked at $1.34M in Q3 2025.
  • 2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.