Birch Hill Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Birch Hill Investment Advisors’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	$1.01M	Buy	7,361 +310	+4%	+$40.9K	0.04%	113
2026 Q1	$798K	Hold	7,051	–	–	0.04%	120
2025 Q4	$869K	Hold	7,051	–	–	0.04%	117
2025 Q3	$851K	Hold	7,051	–	–	0.04%	119
2025 Q2	$776K	Hold	7,051	–	–	0.03%	121
2025 Q1	$655K	Buy	7,051 +101	+1%	+$10.2K	0.03%	126
2024 Q4	$706K	Sell	6,950 -181	-3%	-$18.1K	0.03%	123
2024 Q3	$683K	Hold	7,131	–	–	0.03%	122
2024 Q2	$660K	Buy	+7,131	New	+$615K	0.03%	121

Other funds holding IVW

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Birch Hill Investment Advisors's IVW Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 4.4% in Q2 2026, buying an estimated $40.9K and bringing the position to 7,361 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #113.

Birch Hill Investment Advisors first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Birch Hill Investment Advisors held 7,361 shares of iShares S&P 500 Growth ETF worth $1.01M as of Q2 2026.
Birch Hill Investment Advisors bought 310 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $40.9K.
iShares S&P 500 Growth ETF made up 0.04% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #113 holding.
Birch Hill Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.