James J. Burns & Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

James J. Burns & 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	$297K	Hold	2,161	–	–	0.03%	130
2026 Q1	$244K	Sell	2,161 -180	-8%	-$21.6K	0.03%	138
2025 Q4	$289K	Hold	2,341	–	–	0.04%	131
2025 Q3	$283K	Sell	2,341 -10	-0.4%	-$1.15K	0.04%	132
2025 Q2	$259K	Buy	+2,351	New	+$233K	0.04%	131

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

James J. Burns & Company's IVW Position: Q2 2026 in Review

James J. Burns & Company held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,161 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #130.

James J. Burns & Company first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

James J. Burns & Company held 2,161 shares of iShares S&P 500 Growth ETF worth $297K as of Q2 2026.
James J. Burns & Company left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of James J. Burns & Company's portfolio in Q2 2026, its #130 holding.
James J. Burns & Company first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.