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 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 Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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 $173B AUM 20.72% 1-Year Est. Return

Beverly Hills Private Wealth's IVW Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.2% in Q1 2026, selling an estimated $4.45K and leaving 3,003 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #245.

Beverly Hills Private Wealth first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. The position peaked at $841K in Q2 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Beverly Hills Private Wealth held 3,003 shares of iShares S&P 500 Growth ETF worth $340K as of Q1 2026.
Beverly Hills Private Wealth sold 37 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $4.45K.
iShares S&P 500 Growth ETF made up 0.06% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #245 holding.
Beverly Hills Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Beverly Hills Private Wealth's iShares S&P 500 Growth ETF position peaked at $841K in Q2 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.