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 Q3	$766K	Hold	5,385	–	–	0.06%	128
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Brandywine Oak Private Wealth's IVW Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 5,385 shares worth $766K. The position accounts for 0.06% of the portfolio, ranked #128.

Brandywine Oak Private Wealth first reported a position in IVW in Q4 2018 and has held it in 32 quarters since. 1,559 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Brandywine Oak Private Wealth held 5,385 shares of iShares S&P 500 Growth ETF worth $766K as of Q3 2026.
Brandywine Oak Private Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.06% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #128 holding.
Brandywine Oak Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 32 quarters since.
1,559 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.