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

BIP Wealth’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 		$3.68M Buy
26,750
+8,781
+49% +$1.16M 0.1% 139
2026
Q1 		$2.03M Sell
17,969
-3,688
-17% -$444K 0.08% 133
2025
Q4 		$2.67M Buy
21,657
+3,831
+21% +$469K 0.09% 125
2025
Q3 		$2.15M Buy
17,826
+8,580
+93% +$987K 0.11% 86
2025
Q2 		$1.02M Buy
9,246
+3,515
+61% +$348K 0.06% 99
2025
Q1 		$532K Hold
5,731
– – 0.03% 144
2024
Q4 		$582K Buy
5,731
+2,006
+54% +$200K 0.04% 135
2024
Q3 		$357K Sell
3,725
-208
-5% -$19.2K 0.02% 165
2024
Q2 		$364K Sell
3,933
-117
-3% -$10.1K 0.03% 133
2024
Q1 		$342K Buy
4,050
+1
+0% +$80 0.03% 148
2023
Q4 		$304K Sell
4,049
-595
-13% -$42.4K 0.02% 151
2023
Q3 		$318K Buy
+4,644
New +$329K 0.03% 134

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

BIP Wealth's IVW Position: Q2 2026 in Review

BIP Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 49% in Q2 2026, buying an estimated $1.16M and bringing the position to 26,750 shares worth $3.68M. The position accounts for 0.1% of the portfolio, ranked #139.

BIP Wealth first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • BIP Wealth held 26,750 shares of iShares S&P 500 Growth ETF worth $3.68M as of Q2 2026.
  • BIP Wealth bought 8,781 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.16M.
  • iShares S&P 500 Growth ETF made up 0.1% of BIP Wealth's portfolio in Q2 2026, its #139 holding.
  • BIP Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.