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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
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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BIP Wealth's IVW Position: Q1 2026 in Review

BIP Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q1 2026, selling an estimated $444K and leaving 17,969 shares worth $2.03M. The position accounts for 0.08% of the portfolio, ranked #133.

BIP Wealth first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • BIP Wealth held 17,969 shares of iShares S&P 500 Growth ETF worth $2.03M as of Q1 2026.
  • BIP Wealth sold 3,688 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $444K.
  • iShares S&P 500 Growth ETF made up 0.08% of BIP Wealth's portfolio in Q1 2026, its #133 holding.
  • BIP Wealth first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • BIP Wealth's iShares S&P 500 Growth ETF position peaked at $2.67M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.