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Beverly Hills Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-3,003
Closed -$340K – 316
2026
Q1 		$340K Sell
3,003
-37
-1% -$4.45K 0.06% 245
2025
Q4 		$375K Sell
3,040
-175
-5% -$21.4K 0.06% 214
2025
Q3 		$388K Sell
3,215
-992
-24% -$114K 0.07% 217
2025
Q2 		$463K Sell
4,207
-450
-10% -$44.5K 0.09% 188
2025
Q1 		$432K Sell
4,657
-466
-9% -$47K 0.09% 195
2024
Q4 		$520K Sell
5,123
-1,192
-19% -$119K 0.11% 166
2024
Q3 		$605K Sell
6,315
-2,774
-31% -$256K 0.12% 162
2024
Q2 		$841K Buy
9,089
+2,789
+44% +$240K 0.18% 130
2024
Q1 		$532K Buy
6,300
+3,502
+125% +$281K 0.12% 179
2023
Q4 		$210K Sell
2,798
-270
-9% -$19.2K 0.05% 313
2023
Q3 		$210K Sell
3,068
-3,466
-53% -$245K 0.06% 273
2023
Q2 		$461K Buy
+6,534
New +$432K 0.08% 243

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Beverly Hills Private Wealth's IVW Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 3,003 shares — an estimated $340K sold.

Beverly Hills Private Wealth first reported a position in IVW in Q2 2023 and held it in 12 quarters. The position peaked at $841K in Q2 2024. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,003 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $340K.
  • Beverly Hills Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and held it in 12 quarters.
  • Beverly Hills Private Wealth's iShares S&P 500 Growth ETF position peaked at $841K in Q2 2024.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.