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 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 $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

Beacon Bridge Wealth Partners's IVW Position: Q1 2026 in Review

Beacon Bridge Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.23% in Q1 2026, selling an estimated $3.13K and leaving 11,292 shares worth $1.28M. The position accounts for 0.43% of the portfolio, ranked #52.

Beacon Bridge Wealth Partners first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $4M in Q3 2023. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Beacon Bridge Wealth Partners held 11,292 shares of iShares S&P 500 Growth ETF worth $1.28M as of Q1 2026.
Beacon Bridge Wealth Partners sold 26 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.13K.
iShares S&P 500 Growth ETF made up 0.43% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #52 holding.
Beacon Bridge Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's iShares S&P 500 Growth ETF position peaked at $4M in Q3 2023.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.