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

North Berkeley 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 Q1	$10.6M	Buy	93,780 +5,961	+7%	+$717K	5.61%	4
2025 Q4	$10.8M	Sell	87,819 -3,745	-4%	-$458K	6.38%	5
2025 Q3	$11.1M	Sell	91,564 -3,909	-4%	-$450K	8.72%	4
2025 Q2	$10.5M	Buy	95,473 +11,396	+14%	+$1.13M	9.64%	4
2025 Q1	$7.8M	Buy	84,077 +2,959	+4%	+$298K	8.13%	5
2024 Q4	$8.24M	Buy	+81,118	New	+$8.09M	8.36%	4

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

North Berkeley Wealth Management's IVW Position: Q1 2026 in Review

North Berkeley Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 6.8% in Q1 2026, buying an estimated $717K and bringing the position to 93,780 shares worth $10.6M. The position accounts for 5.61% of the portfolio, ranked #4.

North Berkeley Wealth Management first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.1M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

North Berkeley Wealth Management held 93,780 shares of iShares S&P 500 Growth ETF worth $10.6M as of Q1 2026.
North Berkeley Wealth Management bought 5,961 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $717K.
iShares S&P 500 Growth ETF made up 5.61% of North Berkeley Wealth Management's portfolio in Q1 2026, its #4 holding.
North Berkeley Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
North Berkeley Wealth Management's iShares S&P 500 Growth ETF position peaked at $11.1M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.