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BFSG LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

BFSG LLC’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 		$249K Hold
1,814
– – 0.02% 265
2026
Q1 		$205K Hold
1,814
– – 0.02% 268
2025
Q4 		$224K Hold
1,814
– – 0.02% 255
2025
Q3 		$219K Hold
1,814
– – 0.02% 262
2025
Q2 		$200K Hold
1,814
– – 0.02% 253
2025
Q1 		$168K Hold
1,814
– – 0.02% 256
2024
Q4 		$184K Sell
1,814
-208
-10% -$20.8K 0.02% 245
2024
Q3 		$194K Hold
2,022
– – 0.02% 254
2024
Q2 		$187K Sell
2,022
-34
-2% -$2.93K 0.02% 242
2024
Q1 		$174K Hold
2,056
– – 0.02% 251
2023
Q4 		$154K Buy
+2,056
New +$146K 0.02% 268
2022
Q1 		– Sell
-2,611
Closed -$218K – 217
2021
Q4 		$218K Buy
+2,611
New +$210K 0.03% 210

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BFSG LLC's IVW Position: Q2 2026 in Review

BFSG LLC held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,814 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #265.

BFSG LLC first reported a position in IVW in Q4 2021 and has held it in 12 quarters since. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • BFSG LLC held 1,814 shares of iShares S&P 500 Growth ETF worth $249K as of Q2 2026.
  • BFSG LLC left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.02% of BFSG LLC's portfolio in Q2 2026, its #265 holding.
  • BFSG LLC first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.