Brand Asset Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Brand Asset Management Group’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	$996K	Buy	7,243 +837	+13%	+$111K	0.22%	72
2026 Q1	$725K	Buy	6,406 +1,270	+25%	+$153K	0.19%	77
2025 Q4	$633K	Buy	5,136 +677	+15%	+$82.9K	0.18%	75
2025 Q3	$538K	Buy	4,459 +1,538	+53%	+$177K	0.15%	84
2025 Q2	$322K	Buy	2,921 +18	+0.6%	+$1.78K	0.12%	67
2025 Q1	$269K	Hold	2,903	–	–	0.11%	75
2024 Q4	$295K	Hold	2,903	–	–	0.12%	71
2024 Q3	$278K	Hold	2,903	–	–	0.11%	75
2024 Q2	$269K	Sell	2,903 -677	-19%	-$58.4K	0.11%	69
2024 Q1	$302K	Hold	3,580	–	–	0.13%	61
2023 Q4	$269K	Sell	3,580 -715	-17%	-$50.9K	0.12%	66
2023 Q3	$294K	Sell	4,295 -27	-0.6%	-$1.91K	0.15%	58
2023 Q2	$305K	Hold	4,322	–	–	0.15%	59
2023 Q1	$276K	Buy	4,322 +474	+12%	+$29K	0.14%	63
2022 Q4	$225K	Sell	3,848 -828	-18%	-$49.7K	0.11%	70
2022 Q3	$271K	Hold	4,676	–	–	0.15%	63
2022 Q2	$282K	Hold	4,676	–	–	0.14%	63
2022 Q1	$357K	Hold	4,676	–	–	0.16%	63
2021 Q4	$391K	Hold	4,676	–	–	0.18%	57
2021 Q3	$346K	Hold	4,676	–	–	0.17%	56
2021 Q2	$340K	Hold	4,676	–	–	0.17%	54
2021 Q1	$304K	Hold	4,676	–	–	0.15%	57
2020 Q4	$298K	Sell	4,676 -796	-15%	-$48.3K	0.17%	59
2020 Q3	$316K	Hold	5,472	–	–	0.2%	54
2020 Q2	$284K	Sell	5,472 -200	-4%	-$9.59K	0.18%	56
2020 Q1	$234K	Buy	5,672 +4,780	+536%	+$226K	0.17%	57
2019 Q4	$43K	Hold	892	–	–	0.03%	149
2019 Q3	$40K	Buy	892 +140	+19%	+$6.33K	0.03%	150
2019 Q2	$34K	Hold	752	–	–	0.02%	164
2019 Q1	$32K	Hold	752	–	–	0.02%	152
2018 Q4	$28K	Hold	752	–	–	0.02%	140
2018 Q3	$33K	Hold	752	–	–	0.02%	149
2018 Q2	$31K	Buy	+752	New	+$30.2K	0.02%	154

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Brand Asset Management Group's IVW Position: Q2 2026 in Review

Brand Asset Management Group increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q2 2026, buying an estimated $111K and bringing the position to 7,243 shares worth $996K. The position accounts for 0.22% of the portfolio, ranked #72.

Brand Asset Management Group first reported a position in IVW in Q2 2018 and has held it in 33 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Brand Asset Management Group held 7,243 shares of iShares S&P 500 Growth ETF worth $996K as of Q2 2026.
Brand Asset Management Group bought 837 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $111K.
iShares S&P 500 Growth ETF made up 0.22% of Brand Asset Management Group's portfolio in Q2 2026, its #72 holding.
Brand Asset Management Group first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 33 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.