Bellevue Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bellevue Asset 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 Q2	$49.1K	Buy	357 +1	+0.3%	+$132	0.02%	172
2026 Q1	$40.4K	Hold	356	–	–	0.02%	181
2025 Q4	$44K	Hold	356	–	–	0.01%	169
2025 Q3	$43K	Buy	356 +1	+0.3%	+$115	0.02%	172
2025 Q2	$39.2K	Sell	355 -54	-13%	-$5.34K	0.02%	181
2025 Q1	$38K	Hold	409	–	–	0.02%	179
2024 Q4	$41.5K	Buy	+409	New	+$40.8K	0.02%	176

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Bellevue Asset Management's IVW Position: Q2 2026 in Review

Bellevue Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.28% in Q2 2026, buying an estimated $132 and bringing the position to 357 shares worth $49.1K. The position accounts for 0.02% of the portfolio, ranked #172.

Bellevue Asset Management first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Bellevue Asset Management held 357 shares of iShares S&P 500 Growth ETF worth $49.1K as of Q2 2026.
Bellevue Asset Management bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
iShares S&P 500 Growth ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #172 holding.
Bellevue Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.