Braeburn Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Braeburn Wealth Management's IVW Position: Q2 2026 in Review
Braeburn Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q2 2026, selling an estimated $3.43K and leaving 1,747 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #90.
Braeburn Wealth Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Braeburn Wealth Management held 1,747 shares of iShares S&P 500 Growth ETF worth $240K as of Q2 2026.
- Braeburn Wealth Management sold 26 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.43K.
- iShares S&P 500 Growth ETF made up 0.1% of Braeburn Wealth Management's portfolio in Q2 2026, its #90 holding.
- Braeburn Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.