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

Brown 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 Q3	$648K	Hold	4,558	–	–	0.14%	70
2026 Q2	$627K	Hold	4,558	–	–	0.14%	73
2026 Q1	$516K	Buy	4,558 +148	+3%	+$17.8K	0.13%	71
2025 Q4	$544K	Sell	4,410 -3	-0.1%	-$367	0.14%	69
2025 Q3	$533K	Sell	4,413 -5	-0.1%	-$575	0.15%	69
2025 Q2	$486K	Buy	4,418 +24	+0.5%	+$2.38K	0.15%	68
2025 Q1	$408K	Buy	4,394 +39	+0.9%	+$3.93K	0.14%	68
2024 Q4	$442K	Sell	4,355 -14	-0.3%	-$1.4K	0.16%	52
2024 Q3	$418K	Sell	4,369 -30	-0.7%	-$2.77K	0.15%	58
2024 Q2	$407K	Sell	4,399 -1	-0%	-$86	0.16%	59
2024 Q1	$372K	Buy	4,400 +7	+0.2%	+$562	0.15%	60
2023 Q4	$330K	Sell	4,393 -5	-0.1%	-$356	0.15%	65
2023 Q3	$301K	Sell	4,398 -179	-4%	-$12.7K	0.14%	62
2023 Q2	$323K	Buy	+4,577	New	+$303K	0.17%	73

Other funds holding IVW

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Brown Wealth Management's IVW Position: Q3 2026 in Review

Brown Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 4,558 shares worth $648K. The position accounts for 0.14% of the portfolio, ranked #70.

Brown Wealth Management first reported a position in IVW in Q2 2023 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Brown Wealth Management held 4,558 shares of iShares S&P 500 Growth ETF worth $648K as of Q3 2026.
Brown Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.14% of Brown Wealth Management's portfolio in Q3 2026, its #70 holding.
Brown Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 14 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.