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Brown Miller Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Brown Miller Wealth Management’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 		– Sell
-5,339
Closed -$604K – 209
2026
Q1 		$604K Buy
5,339
+603
+13% +$72.5K 0.17% 101
2025
Q4 		$584K Buy
4,736
+416
+10% +$50.9K 0.16% 99
2025
Q3 		$521K Buy
+4,320
New +$497K 0.15% 112
2025
Q2 		– Sell
-5,498
Closed -$510K – 193
2025
Q1 		$510K Buy
+5,498
New +$554K 0.18% 101
2024
Q4 		– Sell
-2,959
Closed -$283K – 127
2024
Q3 		$283K Sell
2,959
-2,629
-47% -$243K 0.11% 100
2024
Q2 		$517K Sell
5,588
-574
-9% -$49.5K 0.21% 79
2024
Q1 		$520K Sell
6,162
-54
-0.9% -$4.34K 0.23% 80
2023
Q4 		$467K Sell
6,216
-60
-1% -$4.27K 0.23% 80
2023
Q3 		$429K Sell
6,276
-37
-0.6% -$2.62K 0.24% 78
2023
Q2 		$445K Buy
+6,313
New +$417K 0.24% 76
2022
Q1 		– Sell
-5,409
Closed -$452K – 123
2021
Q4 		$452K Sell
5,409
-805
-13% -$64.9K 0.26% 70
2021
Q3 		$459K Buy
+6,214
New +$474K 0.29% 69
2021
Q1 		– Sell
-7,501
Closed -$479K – 119
2020
Q4 		$479K Buy
+7,501
New +$455K 0.36% 62

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Brown Miller Wealth Management's IVW Position: Q2 2026 in Review

Brown Miller Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 5,339 shares — an estimated $604K sold.

Brown Miller Wealth Management first reported a position in IVW in Q4 2020 and held it in 13 quarters. The position peaked at $604K in Q1 2026. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Brown Miller Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Brown Miller Wealth Management sold 5,339 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $604K.
  • Brown Miller Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 13 quarters.
  • Brown Miller Wealth Management's iShares S&P 500 Growth ETF position peaked at $604K in Q1 2026.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.