Bluesphere Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bluesphere Advisors’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	$673K	Buy	5,952 +4,024	+209%	+$484K	0.24%	54
2025 Q4	$238K	Hold	1,928	–	–	0.11%	89
2025 Q3	$233K	Hold	1,928	–	–	0.11%	85
2025 Q2	$212K	Sell	1,928 -677	-26%	-$67K	0.11%	84
2025 Q1	$242K	Sell	2,605 -80	-3%	-$8.06K	0.14%	78
2024 Q4	$273K	Sell	2,685 -280	-9%	-$27.9K	0.13%	86
2024 Q3	$284K	Buy	2,965 +2	+0.1%	+$185	0.14%	85
2024 Q2	$274K	Buy	2,963 +15	+0.5%	+$1.29K	0.14%	82
2024 Q1	$249K	Buy	2,948 +1	+0%	+$80	0.14%	80
2023 Q4	$221K	Buy	2,947 +6	+0.2%	+$427	0.14%	81
2023 Q3	$201K	Hold	2,941	–	–	0.14%	81
2023 Q2	$207K	Buy	+2,941	New	+$194K	0.14%	83
2022 Q2	–	Sell	-3,646	Closed	-$279K	–	92
2022 Q1	$279K	Sell	3,646 -620	-15%	-$46.6K	0.24%	73
2021 Q4	$357K	Buy	4,266 +50	+1%	+$4.03K	0.3%	57
2021 Q3	$312K	Buy	4,216 +81	+2%	+$6.17K	0.3%	57
2021 Q2	$301K	Sell	4,135 -212	-5%	-$14.7K	0.27%	63
2021 Q1	$283K	Buy	4,347 +216	+5%	+$14K	0.26%	69
2020 Q4	$263K	Buy	+4,131	New	+$250K	0.28%	66

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bluesphere Advisors's IVW Position: Q1 2026 in Review

Bluesphere Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 209% in Q1 2026, buying an estimated $484K and bringing the position to 5,952 shares worth $673K. The position accounts for 0.24% of the portfolio, ranked #54.

Bluesphere Advisors first reported a position in IVW in Q4 2020 and has held it in 18 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Bluesphere Advisors held 5,952 shares of iShares S&P 500 Growth ETF worth $673K as of Q1 2026.
Bluesphere Advisors bought 4,024 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $484K.
iShares S&P 500 Growth ETF made up 0.24% of Bluesphere Advisors's portfolio in Q1 2026, its #54 holding.
Bluesphere Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 18 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.