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

Blue Investment 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
2025
Q2 		$245K Hold
2,229
– – 0.09% 41
2025
Q1 		$207K Hold
2,229
– – 0.08% 46
2024
Q4 		$226K Hold
2,229
– – 0.08% 45
2024
Q3 		$213K Hold
2,229
– – 0.09% 43
2024
Q2 		$206K Buy
+2,229
New +$192K 0.09% 43

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blue Investment Partners's IVW Position: Q2 2025 in Review

Blue Investment Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2025 at 2,229 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #41.

Blue Investment Partners first reported a position in IVW in Q2 2024 and has held it in 5 quarters since. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Blue Investment Partners held 2,229 shares of iShares S&P 500 Growth ETF worth $245K as of Q2 2025.
  • Blue Investment Partners left its iShares S&P 500 Growth ETF share count unchanged in Q2 2025.
  • iShares S&P 500 Growth ETF made up 0.09% of Blue Investment Partners's portfolio in Q2 2025, its #41 holding.
  • Blue Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.