Burkett Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Burkett Financial Services’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	$2.08M	Buy	15,093 +27	+0.2%	+$3.56K	0.65%	15
2026 Q1	$1.7M	Buy	15,066 +160	+1%	+$19.2K	0.58%	15
2025 Q4	$1.84M	Sell	14,906 -1,728	-10%	-$211K	0.63%	15
2025 Q3	$2.01M	Sell	16,634 -1,095	-6%	-$126K	0.69%	16
2025 Q2	$1.95M	Buy	17,729 +10,984	+163%	+$1.09M	0.7%	16
2025 Q1	$626K	Sell	6,745 -852	-11%	-$85.9K	0.26%	29
2024 Q4	$771K	Sell	7,597 -242	-3%	-$24.1K	0.32%	28
2024 Q3	$751K	Sell	7,839 -2,760	-26%	-$255K	0.31%	27
2024 Q2	$981K	Sell	10,599 -934	-8%	-$80.5K	0.5%	17
2024 Q1	$974K	Sell	11,533 -1,576	-12%	-$127K	0.5%	18
2023 Q4	$985K	Buy	+13,109	New	+$933K	0.55%	17

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

Burkett Financial Services's IVW Position: Q2 2026 in Review

Burkett Financial Services increased its iShares S&P 500 Growth ETF (IVW) stake by 0.18% in Q2 2026, buying an estimated $3.56K and bringing the position to 15,093 shares worth $2.08M. The position accounts for 0.65% of the portfolio, ranked #15.

Burkett Financial Services first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Burkett Financial Services held 15,093 shares of iShares S&P 500 Growth ETF worth $2.08M as of Q2 2026.
Burkett Financial Services bought 27 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.56K.
iShares S&P 500 Growth ETF made up 0.65% of Burkett Financial Services's portfolio in Q2 2026, its #15 holding.
Burkett Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.