BBR Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

BBR Partners’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	$1.65M	Hold	14,574	–	–	0.09%	79
2025 Q4	$1.8M	Buy	14,574 +472	+3%	+$57.8K	0.1%	84
2025 Q3	$1.7M	Hold	14,102	–	–	0.1%	78
2025 Q2	$1.55M	Hold	14,102	–	–	0.1%	82
2025 Q1	$1.31M	Hold	14,102	–	–	0.09%	82
2024 Q4	$1.43M	Hold	14,102	–	–	0.1%	77
2024 Q3	$1.35M	Hold	14,102	–	–	0.1%	69
2024 Q2	$1.3M	Hold	14,102	–	–	0.11%	66
2024 Q1	$1.19M	Hold	14,102	–	–	0.1%	81
2023 Q4	$1.06M	Buy	14,102 +5,257	+59%	+$374K	0.11%	68
2023 Q3	$605K	Sell	8,845 -68	-0.8%	-$4.81K	0.07%	89
2023 Q2	$628K	Buy	+8,913	New	+$589K	0.07%	87
2020 Q3	–	Sell	-31,808	Closed	-$1.65M	–	193
2020 Q2	$1.65M	Sell	31,808 -1,400	-4%	-$67.1K	0.21%	48
2020 Q1	$1.37M	Sell	33,208 -2,828	-8%	-$134K	0.2%	57
2019 Q4	$1.75M	Buy	36,036 +3,068	+9%	+$142K	0.19%	64
2019 Q3	$1.48M	Buy	+32,968	New	+$1.49M	0.23%	40
2017 Q1	–	Sell	-28,152	Closed	-$857K	–	79
2016 Q4	$857K	Buy	+28,152	New	+$850K	0.15%	29
2015 Q4	–	Sell	-7,776	Closed	-$210K	–	74
2015 Q3	$210K	Sell	7,776 -3,596	-32%	-$102K	0.03%	47
2015 Q2	$324K	Buy	+11,372	New	+$330K	0.04%	52

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

BBR Partners's IVW Position: Q1 2026 in Review

BBR Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 14,574 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #79.

BBR Partners first reported a position in IVW in Q2 2015 and has held it in 19 quarters since. The position peaked at $1.8M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

BBR Partners held 14,574 shares of iShares S&P 500 Growth ETF worth $1.65M as of Q1 2026.
BBR Partners left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.09% of BBR Partners's portfolio in Q1 2026, its #79 holding.
BBR Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2015 and has held it in 19 quarters since.
BBR Partners's iShares S&P 500 Growth ETF position peaked at $1.8M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.