Burney Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

Burney Company’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	$317K	Sell	2,303 -411	-15%	-$54.3K	0.01%	526
2026 Q1	$307K	Sell	2,714 -1,752	-39%	-$211K	0.01%	504
2025 Q4	$551K	Buy	4,466 +955	+27%	+$117K	0.02%	421
2025 Q3	$424K	Hold	3,511	–	–	0.01%	443
2025 Q2	$387K	Buy	3,511 +10	+0.3%	+$990	0.01%	455
2025 Q1	$325K	Hold	3,501	–	–	0.01%	486
2024 Q4	$355K	Hold	3,501	–	–	0.01%	479
2024 Q3	$335K	Buy	3,501 +97	+3%	+$8.96K	0.01%	500
2024 Q2	$315K	Hold	3,404	–	–	0.01%	509
2024 Q1	$287K	Sell	3,404 -87	-2%	-$6.99K	0.01%	529
2023 Q4	$262K	Hold	3,491	–	–	0.01%	520
2023 Q3	$239K	Sell	3,491 -108	-3%	-$7.64K	0.01%	512
2023 Q2	$254K	Buy	+3,599	New	+$238K	0.01%	511
2022 Q2	–	Sell	-3,015	Closed	-$230K	–	557
2022 Q1	$230K	Hold	3,015	–	–	0.01%	541
2021 Q4	$252K	Sell	3,015 -281	-9%	-$22.6K	0.01%	532
2021 Q3	$244K	Sell	3,296 -196	-6%	-$14.9K	0.01%	521
2021 Q2	$254K	Hold	3,492	–	–	0.01%	527
2021 Q1	$227K	Sell	3,492 -272	-7%	-$17.6K	0.01%	530
2020 Q4	$240K	Sell	3,764 -1,892	-33%	-$115K	0.01%	476
2020 Q3	$327K	Buy	5,656 +1,008	+22%	+$57.1K	0.02%	407
2020 Q2	$241K	Buy	+4,648	New	+$223K	0.02%	432

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

Burney Company's IVW Position: Q2 2026 in Review

Burney Company reduced its iShares S&P 500 Growth ETF (IVW) stake by 15% in Q2 2026, selling an estimated $54.3K and leaving 2,303 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #526.

Burney Company first reported a position in IVW in Q2 2020 and has held it in 21 quarters since. The position peaked at $551K in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Burney Company held 2,303 shares of iShares S&P 500 Growth ETF worth $317K as of Q2 2026.
Burney Company sold 411 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $54.3K.
iShares S&P 500 Growth ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #526 holding.
Burney Company first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 21 quarters since.
Burney Company's iShares S&P 500 Growth ETF position peaked at $551K in Q4 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.