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Bernardo Wealth Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bernardo Wealth Planning’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 		$2.6M Sell
18,913
-116
-0.6% -$15.3K 0.44% 32
2026
Q1 		$2.15M Sell
19,029
-985
-5% -$118K 0.42% 31
2025
Q4 		$2.47M Sell
20,014
-168
-0.8% -$20.6K 0.47% 30
2025
Q3 		$2.44M Hold
20,182
– – 0.48% 30
2025
Q2 		$2.22M Sell
20,182
-183
-0.9% -$18.1K 0.48% 30
2025
Q1 		$1.89M Hold
20,365
– – 0.45% 31
2024
Q4 		$2.06M Sell
20,365
-4,876
-19% -$486K 0.49% 29
2024
Q3 		$2.45M Buy
25,241
+183
+0.7% +$16.9K 0.59% 28
2024
Q2 		$2.32M Hold
25,058
– – 0.62% 28
2024
Q1 		$2.12M Hold
25,058
– – 0.59% 32
2023
Q4 		$1.88M Buy
25,058
+315
+1% +$22.4K 0.59% 34
2023
Q3 		$1.69M Sell
24,743
-766
-3% -$54.2K 0.67% 30
2023
Q2 		$1.8M Hold
25,509
– – 0.72% 27
2023
Q1 		$1.63M Buy
25,509
+4,129
+19% +$252K 0.7% 27
2022
Q4 		$1.25M Hold
21,380
– – 0.58% 32
2022
Q3 		$1.28M Hold
21,380
– – 0.72% 27
2022
Q2 		$1.29M Hold
21,380
– – 0.74% 26
2022
Q1 		$1.63M Hold
21,380
– – 0.81% 23
2021
Q4 		$1.79M Hold
21,380
– – 0.87% 23
2021
Q3 		$1.58M Sell
21,380
-312
-1% -$23.8K 0.92% 21
2021
Q2 		$1.58M Hold
21,692
– – 0.95% 20
2021
Q1 		$1.41M Sell
21,692
-5,256
-20% -$340K 0.9% 21
2020
Q4 		$1.72M Sell
26,948
-2,140
-7% -$130K 0.66% 29
2020
Q3 		$1.68M Hold
29,088
– – 0.76% 25
2020
Q2 		$1.51M Sell
29,088
-240
-0.8% -$11.5K 0.81% 25
2020
Q1 		$1.21M Sell
29,328
-2,852
-9% -$135K 0.84% 31
2019
Q4 		$1.56M Sell
32,180
-308
-0.9% -$14.3K 0.94% 28
2019
Q3 		$1.46M Buy
32,488
+172
+0.5% +$7.78K 1.06% 23
2019
Q2 		$1.45M Sell
32,316
-60
-0.2% -$2.64K 1.13% 24
2019
Q1 		$1.4M Buy
32,376
+148
+0.5% +$6.06K 1.11% 25
2018
Q4 		$1.21M Buy
+32,228
New +$1.3M 1.07% 23

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

Bernardo Wealth Planning's IVW Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.61% in Q2 2026, selling an estimated $15.3K and leaving 18,913 shares worth $2.6M. The position accounts for 0.44% of the portfolio, ranked #32.

Bernardo Wealth Planning first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Bernardo Wealth Planning held 18,913 shares of iShares S&P 500 Growth ETF worth $2.6M as of Q2 2026.
  • Bernardo Wealth Planning sold 116 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $15.3K.
  • iShares S&P 500 Growth ETF made up 0.44% of Bernardo Wealth Planning's portfolio in Q2 2026, its #32 holding.
  • Bernardo Wealth Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.