Brandywine Oak Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Brandywine Oak 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	$741K	Hold	5,385	–	–	0.06%	133
2026 Q1	$609K	Hold	5,385	–	–	0.05%	140
2025 Q4	$664K	Sell	5,385 -139	-3%	-$17K	0.06%	136
2025 Q3	$667K	Hold	5,524	–	–	0.06%	134
2025 Q2	$608K	Hold	5,524	–	–	0.06%	133
2025 Q1	$513K	Hold	5,524	–	–	0.05%	145
2024 Q4	$561K	Hold	5,524	–	–	0.05%	140
2024 Q3	$529K	Hold	5,524	–	–	0.05%	145
2024 Q2	$511K	Hold	5,524	–	–	0.05%	145
2024 Q1	$466K	Hold	5,524	–	–	0.05%	153
2023 Q4	$415K	Hold	5,524	–	–	0.05%	161
2023 Q3	$378K	Hold	5,524	–	–	0.04%	163
2023 Q2	$389K	Hold	5,524	–	–	0.04%	174
2023 Q1	$353K	Hold	5,524	–	–	0.04%	183
2022 Q4	$323K	Hold	5,524	–	–	0.04%	190
2022 Q3	$319K	Hold	5,524	–	–	0.04%	196
2022 Q2	$333K	Hold	5,524	–	–	0.04%	222
2022 Q1	$421K	Hold	5,524	–	–	0.05%	216
2021 Q4	$462K	Sell	5,524 -2,830	-34%	-$228K	0.05%	208
2021 Q3	$617K	Hold	8,354	–	–	0.07%	174
2021 Q2	$607K	Sell	8,354 -2,658	-24%	-$184K	0.07%	175
2021 Q1	$716K	Hold	11,012	–	–	0.11%	119
2020 Q4	$702K	Hold	11,012	–	–	0.11%	114
2020 Q3	$636K	Hold	11,012	–	–	0.11%	114
2020 Q2	$571K	Hold	11,012	–	–	0.1%	120
2020 Q1	$454K	Hold	11,012	–	–	0.09%	120
2019 Q4	$533K	Buy	11,012 +272	+3%	+$12.6K	0.1%	105
2019 Q3	$483K	Hold	10,740	–	–	0.09%	109
2019 Q2	$481K	Sell	10,740 -7,052	-40%	-$310K	0.1%	110
2019 Q1	$766K	Buy	17,792 +88	+0.5%	+$3.6K	0.16%	79
2018 Q4	$666K	Buy	+17,704	New	+$716K	0.15%	84

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

Brandywine Oak Private Wealth's IVW Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,385 shares worth $741K. The position accounts for 0.06% of the portfolio, ranked #133.

Brandywine Oak Private Wealth first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. The position peaked at $766K in Q1 2019. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Brandywine Oak Private Wealth held 5,385 shares of iShares S&P 500 Growth ETF worth $741K as of Q2 2026.
Brandywine Oak Private Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.06% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #133 holding.
Brandywine Oak Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's iShares S&P 500 Growth ETF position peaked at $766K in Q1 2019.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.