E.S. Barr & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

E.S. Barr & Co’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 Q1	$296K	Sell	2,620 -168	-6%	-$20.2K	0.02%	94
2025 Q4	$344K	Buy	2,788 +168	+6%	+$20.6K	0.02%	105
2025 Q3	$316K	Sell	2,620 -650	-20%	-$74.8K	0.02%	94
2025 Q2	$360K	Hold	3,270	–	–	0.02%	89
2025 Q1	$304K	Hold	3,270	–	–	0.02%	87
2024 Q4	$332K	Hold	3,270	–	–	0.02%	84
2024 Q3	$313K	Hold	3,270	–	–	0.02%	85
2024 Q2	$303K	Buy	3,270 +650	+25%	+$56K	0.02%	82
2024 Q1	$221K	Sell	2,620 -200	-7%	-$16.1K	0.01%	86
2023 Q4	$212K	Buy	+2,820	New	+$201K	0.01%	91

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

E.S. Barr & Co's IVW Position: Q1 2026 in Review

E.S. Barr & Co reduced its iShares S&P 500 Growth ETF (IVW) stake by 6% in Q1 2026, selling an estimated $20.2K and leaving 2,620 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #94.

E.S. Barr & Co first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $360K in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

E.S. Barr & Co held 2,620 shares of iShares S&P 500 Growth ETF worth $296K as of Q1 2026.
E.S. Barr & Co sold 168 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $20.2K.
iShares S&P 500 Growth ETF made up 0.02% of E.S. Barr & Co's portfolio in Q1 2026, its #94 holding.
E.S. Barr & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
E.S. Barr & Co's iShares S&P 500 Growth ETF position peaked at $360K in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.