Beacon Bridge Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Beacon Bridge Wealth 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	$1.53M	Sell	11,089 -203	-2%	-$26.8K	0.43%	53
2026 Q1	$1.28M	Sell	11,292 -26	-0.2%	-$3.13K	0.43%	52
2025 Q4	$1.4M	Sell	11,318 -161	-1%	-$19.7K	0.46%	50
2025 Q3	$1.39M	Buy	11,479 +217	+2%	+$25K	0.49%	46
2025 Q2	$1.24M	Hold	11,262	–	–	0.49%	46
2025 Q1	$1.05M	Sell	11,262 -55	-0.5%	-$5.54K	0.45%	46
2024 Q4	$1.15M	Sell	11,317 -2,546	-18%	-$254K	0.49%	46
2024 Q3	$1.33M	Sell	13,863 -212	-2%	-$19.6K	0.57%	43
2024 Q2	$1.3M	Sell	14,075 -3,708	-21%	-$320K	0.6%	43
2024 Q1	$1.5M	Sell	17,783 -12,257	-41%	-$985K	0.71%	36
2023 Q4	$2.26M	Sell	30,040 -28,495	-49%	-$2.03M	1.13%	26
2023 Q3	$4M	Buy	58,535 +2,441	+4%	+$173K	2.11%	15
2023 Q2	$3.95M	Buy	56,094 +2,773	+5%	+$183K	2.02%	12
2023 Q1	$3.41M	Sell	53,321 -12,196	-19%	-$746K	2.04%	15
2022 Q4	$3.83M	Buy	+65,517	New	+$3.93M	2.79%	10

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

Beacon Bridge Wealth Partners's IVW Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q2 2026, selling an estimated $26.8K and leaving 11,089 shares worth $1.53M. The position accounts for 0.43% of the portfolio, ranked #53.

Beacon Bridge Wealth Partners first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. The position peaked at $4M in Q3 2023. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Beacon Bridge Wealth Partners held 11,089 shares of iShares S&P 500 Growth ETF worth $1.53M as of Q2 2026.
Beacon Bridge Wealth Partners sold 203 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $26.8K.
iShares S&P 500 Growth ETF made up 0.43% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #53 holding.
Beacon Bridge Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Beacon Bridge Wealth Partners's iShares S&P 500 Growth ETF position peaked at $4M in Q3 2023.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.