Brown, Lisle/Cummings’s iShares S&P 500 Growth ETF IVW Stock Holding History

Brown, Lisle/Cummings’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	$63.3K	Hold	460	–	–	0.01%	354
2026 Q1	$52K	Hold	460	–	–	0.01%	354
2025 Q4	$56.7K	Hold	460	–	–	0.01%	329
2025 Q3	$55.5K	Hold	460	–	–	0.01%	332
2025 Q2	$50.6K	Hold	460	–	–	0.01%	335
2025 Q1	$42.7K	Hold	460	–	–	0.01%	347
2024 Q4	$46.7K	Hold	460	–	–	0.01%	340
2024 Q3	$44K	Hold	460	–	–	0.01%	328
2024 Q2	$42.6K	Hold	460	–	–	0.01%	324
2024 Q1	$38.8K	Hold	460	–	–	0.01%	315
2023 Q4	$34.5K	Hold	460	–	–	0.01%	320
2023 Q3	$31.5K	Hold	460	–	–	0.01%	301
2023 Q2	$32.4K	Hold	460	–	–	0.01%	300
2023 Q1	$29.4K	Hold	460	–	–	0.01%	303
2022 Q4	$26.9K	Hold	460	–	–	0.01%	308
2022 Q3	$26.6K	Hold	460	–	–	0.02%	300
2022 Q2	$27.8K	Hold	460	–	–	0.02%	299
2022 Q1	$35.1K	Hold	460	–	–	0.02%	294
2021 Q4	$38.5K	Buy	+460	New	+$37.1K	0.02%	288

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

Brown, Lisle/Cummings's IVW Position: Q2 2026 in Review

Brown, Lisle/Cummings held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 460 shares worth $63.3K. The position accounts for 0.01% of the portfolio, ranked #354.

Brown, Lisle/Cummings first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Brown, Lisle/Cummings held 460 shares of iShares S&P 500 Growth ETF worth $63.3K as of Q2 2026.
Brown, Lisle/Cummings left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #354 holding.
Brown, Lisle/Cummings first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.