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Bellwether Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bellwether Advisors’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 		$2.78M Buy
20,230
+1,224
+6% +$162K 0.41% 59
2026
Q1 		$2.15M Sell
19,006
-150
-0.8% -$18K 0.36% 63
2025
Q4 		$2.36M Buy
19,156
+1,828
+11% +$224K 0.38% 52
2025
Q3 		$2.09M Buy
17,328
+451
+3% +$51.9K 0.35% 63
2025
Q2 		$1.86M Buy
16,877
+594
+4% +$58.8K 0.32% 57
2025
Q1 		$1.51M Sell
16,283
-1,224
-7% -$123K 0.32% 54
2024
Q4 		$1.78M Buy
17,507
+87
+0.5% +$8.68K 0.32% 49
2024
Q3 		$1.67M Buy
17,420
+441
+3% +$40.7K 0.32% 53
2024
Q2 		$1.57M Buy
16,979
+611
+4% +$52.7K 0.33% 62
2024
Q1 		$1.38M Buy
16,368
+237
+1% +$19K 0.3% 64
2023
Q4 		$1.21M Sell
16,131
-258
-2% -$18.4K 0.3% 61
2023
Q3 		$1.12M Sell
16,389
-87
-0.5% -$6.16K 0.31% 65
2023
Q2 		$1.16M Sell
16,476
-139
-0.8% -$9.19K 0.34% 48
2023
Q1 		$1.06M Sell
16,615
-1,859
-10% -$114K 0.29% 66
2022
Q4 		$1.08M Buy
18,474
+2,120
+13% +$127K 0.31% 61
2022
Q3 		$946K Sell
16,354
-6,915
-30% -$449K 0.31% 56
2022
Q2 		$1.4M Sell
23,269
-7,622
-25% -$504K 0.45% 49
2022
Q1 		$2.36M Sell
30,891
-688
-2% -$51.7K 0.7% 32
2021
Q4 		$2.64M Sell
31,579
-431
-1% -$34.7K 0.82% 25
2021
Q3 		$2.37M Sell
32,010
-1,485
-4% -$113K 0.79% 27
2021
Q2 		$2.44M Buy
33,495
+6,717
+25% +$465K 0.84% 30
2021
Q1 		$1.74M Buy
26,778
+7,898
+42% +$511K 0.69% 42
2020
Q4 		$1.2M Buy
+18,880
New +$1.14M 0.53% 41

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bellwether Advisors's IVW Position: Q2 2026 in Review

Bellwether Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 6.4% in Q2 2026, buying an estimated $162K and bringing the position to 20,230 shares worth $2.78M. The position accounts for 0.41% of the portfolio, ranked #59.

Bellwether Advisors first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Bellwether Advisors held 20,230 shares of iShares S&P 500 Growth ETF worth $2.78M as of Q2 2026.
  • Bellwether Advisors bought 1,224 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $162K.
  • iShares S&P 500 Growth ETF made up 0.41% of Bellwether Advisors's portfolio in Q2 2026, its #59 holding.
  • Bellwether Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.