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 Q3	$847K	Hold	5,952	–	–	0.26%	48
2026 Q2	$819K	Hold	5,952	–	–	0.25%	52
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%	+$6.18K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bluesphere Advisors's IVW Position: Q3 2026 in Review

Bluesphere Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 5,952 shares worth $847K. The position accounts for 0.26% of the portfolio, ranked #48.

Bluesphere Advisors first reported a position in IVW in Q4 2020 and has held it in 20 quarters since. 1,504 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Bluesphere Advisors held 5,952 shares of iShares S&P 500 Growth ETF worth $847K as of Q3 2026.
Bluesphere Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.26% of Bluesphere Advisors's portfolio in Q3 2026, its #48 holding.
Bluesphere Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 20 quarters since.
1,504 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.