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 Q2	$1.94M	Sell	14,102 -472	-3%	-$62.3K	0.09%	87
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 $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

BBR Partners's IVW Position: Q2 2026 in Review

BBR Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.2% in Q2 2026, selling an estimated $62.3K and leaving 14,102 shares worth $1.94M. The position accounts for 0.09% of the portfolio, ranked #87.

BBR Partners first reported a position in IVW in Q2 2015 and has held it in 20 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

BBR Partners held 14,102 shares of iShares S&P 500 Growth ETF worth $1.94M as of Q2 2026.
BBR Partners sold 472 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $62.3K.
iShares S&P 500 Growth ETF made up 0.09% of BBR Partners's portfolio in Q2 2026, its #87 holding.
BBR Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2015 and has held it in 20 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.