BF
IVW icon

Blankinship & Foster’s iShares S&P 500 Growth ETF IVW Stock Holding History

Blankinship & Foster’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 		$1.04M Sell
9,212
-1,010
-10% -$121K 0.23% 32
2025
Q4 		$1.26M Sell
10,222
-690
-6% -$84.4K 0.27% 31
2025
Q3 		$1.32M Sell
10,912
-218
-2% -$25.1K 0.29% 30
2025
Q2 		$1.23M Sell
11,130
-588
-5% -$58.2K 0.29% 30
2025
Q1 		$1.09M Sell
11,718
-2,327
-17% -$235K 0.27% 30
2024
Q4 		$1.43M Sell
14,045
-253
-2% -$25.2K 0.35% 25
2024
Q3 		$1.37M Hold
14,298
– – 0.33% 26
2024
Q2 		$1.32M Sell
14,298
-391
-3% -$33.7K 0.34% 27
2024
Q1 		$1.24M Sell
14,689
-3,250
-18% -$261K 0.33% 28
2023
Q4 		$1.35M Sell
17,939
-542
-3% -$38.6K 0.38% 24
2023
Q3 		$1.26M Sell
18,481
-25
-0.1% -$1.77K 0.42% 24
2023
Q2 		$1.3M Sell
18,506
-1,561
-8% -$103K 0.42% 24
2023
Q1 		$1.28M Sell
20,067
-3,900
-16% -$238K 0.56% 24
2022
Q4 		$1.4M Sell
23,967
-1,739
-7% -$104K 0.61% 22
2022
Q3 		$1.49M Hold
25,706
– – 0.72% 20
2022
Q2 		$1.55M Sell
25,706
-2,006
-7% -$133K 0.72% 20
2022
Q1 		$2.12M Sell
27,712
-1,112
-4% -$83.5K 0.86% 17
2021
Q4 		$2.41M Sell
28,824
-13
-0% -$1.05K 0.91% 16
2021
Q3 		$2.13M Sell
28,837
-1,706
-6% -$130K 0.87% 15
2021
Q2 		$2.22M Sell
30,543
-557
-2% -$38.6K 0.88% 15
2021
Q1 		$2.02M Sell
31,100
-949
-3% -$61.3K 0.84% 16
2020
Q4 		$2.04M Sell
32,049
-1,351
-4% -$81.9K 0.85% 15
2020
Q3 		$1.93M Sell
33,400
-3,448
-9% -$195K 0.92% 13
2020
Q2 		$1.91M Buy
36,848
+8,248
+29% +$395K 1% 13
2020
Q1 		$1.18M Buy
+28,600
New +$1.35M 0.78% 16

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

Blankinship & Foster's IVW Position: Q1 2026 in Review

Blankinship & Foster reduced its iShares S&P 500 Growth ETF (IVW) stake by 9.9% in Q1 2026, selling an estimated $121K and leaving 9,212 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #32.

Blankinship & Foster first reported a position in IVW in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.41M in Q4 2021. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Blankinship & Foster held 9,212 shares of iShares S&P 500 Growth ETF worth $1.04M as of Q1 2026.
  • Blankinship & Foster sold 1,010 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $121K.
  • iShares S&P 500 Growth ETF made up 0.23% of Blankinship & Foster's portfolio in Q1 2026, its #32 holding.
  • Blankinship & Foster first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Blankinship & Foster's iShares S&P 500 Growth ETF position peaked at $2.41M in Q4 2021.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.