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Blue Chip Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Blue Chip Partners’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 		$289K Sell
2,558
-597
-19% -$71.8K 0.02% 146
2025
Q4 		$389K Buy
3,155
+2
+0.1% +$245 0.03% 126
2025
Q3 		$381K Sell
3,153
-1
-0% -$115 0.03% 125
2025
Q2 		$347K Buy
3,154
+2
+0.1% +$198 0.03% 123
2025
Q1 		$293K Sell
3,152
-567
-15% -$57.2K 0.03% 125
2024
Q4 		$378K Buy
3,719
+3
+0.1% +$299 0.03% 117
2024
Q3 		$356K Sell
3,716
-558
-13% -$51.5K 0.03% 110
2024
Q2 		$396K Sell
4,274
-12
-0.3% -$1.03K 0.04% 101
2024
Q1 		$362K Buy
4,286
+4
+0.1% +$321 0.04% 103
2023
Q4 		$322K Buy
4,282
+26
+0.6% +$1.85K 0.03% 112
2023
Q3 		$291K Hold
4,256
– – 0.03% 113
2023
Q2 		$300K Buy
4,256
+9
+0.2% +$595 0.03% 120
2023
Q1 		$271K Sell
4,247
-338
-7% -$20.7K 0.03% 123
2022
Q4 		$268K Sell
4,585
-1,837
-29% -$110K 0.03% 122
2022
Q3 		$371K Sell
6,422
-296
-4% -$19.2K 0.05% 91
2022
Q2 		$405K Sell
6,718
-1,050
-14% -$69.5K 0.05% 95
2022
Q1 		$593K Sell
7,768
-1,303
-14% -$97.9K 0.07% 87
2021
Q4 		$759K Buy
9,071
+2
+0% +$161 0.1% 79
2021
Q3 		$670K Sell
9,069
-33
-0.4% -$2.52K 0.09% 77
2021
Q2 		$662K Sell
9,102
-923
-9% -$63.9K 0.09% 74
2021
Q1 		$653K Sell
10,025
-994
-9% -$64.3K 0.1% 73
2020
Q4 		$703K Sell
11,019
-53
-0.5% -$3.21K 0.11% 68
2020
Q3 		$640K Buy
11,072
+692
+7% +$39.2K 0.11% 63
2020
Q2 		$538K Sell
10,380
-2,544
-20% -$122K 0.11% 68
2020
Q1 		$533K Sell
12,924
-6,212
-32% -$294K 0.13% 68
2019
Q4 		$926K Buy
+19,136
New +$887K 0.18% 71

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

Blue Chip Partners's IVW Position: Q1 2026 in Review

Blue Chip Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 19% in Q1 2026, selling an estimated $71.8K and leaving 2,558 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #146.

Blue Chip Partners first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $926K in Q4 2019. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Blue Chip Partners held 2,558 shares of iShares S&P 500 Growth ETF worth $289K as of Q1 2026.
  • Blue Chip Partners sold 597 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $71.8K.
  • iShares S&P 500 Growth ETF made up 0.02% of Blue Chip Partners's portfolio in Q1 2026, its #146 holding.
  • Blue Chip Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Blue Chip Partners's iShares S&P 500 Growth ETF position peaked at $926K in Q4 2019.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.