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Bogart Wealth LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bogart Wealth LLC’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 		$469K Buy
4,143
+589
+17% +$70.8K 0.02% 181
2025
Q4 		$438K Sell
3,554
-1,308
-27% -$160K 0.02% 181
2025
Q3 		$587K Buy
4,862
+1
+0% +$115 0.02% 153
2025
Q2 		$535K Sell
4,861
-4,255
-47% -$421K 0.02% 156
2025
Q1 		$846K Buy
9,116
+48
+0.5% +$4.84K 0.04% 130
2024
Q4 		$921K Buy
9,068
+391
+5% +$39K 0.04% 129
2024
Q3 		$831K Buy
8,677
+156
+2% +$14.4K 0.04% 131
2024
Q2 		$789K Buy
8,521
+352
+4% +$30.3K 0.04% 130
2024
Q1 		$690K Sell
8,169
-1,193
-13% -$95.8K 0.04% 128
2023
Q4 		$703K Sell
9,362
-205
-2% -$14.6K 0.04% 134
2023
Q3 		$655K Buy
9,567
+1,078
+13% +$76.3K 0.04% 135
2023
Q2 		$598K Buy
8,489
+5,810
+217% +$384K 0.04% 136
2023
Q1 		$171K Buy
2,679
+1,188
+80% +$72.6K 0.01% 188
2022
Q4 		$87.2K Sell
1,491
-380
-20% -$22.8K 0.01% 242
2022
Q3 		$108K Sell
1,871
-673
-26% -$43.7K 0.01% 211
2022
Q2 		$154K Sell
2,544
-407
-14% -$26.9K 0.01% 175
2022
Q1 		$225K Sell
2,951
-521
-15% -$39.1K 0.02% 155
2021
Q4 		$290K Buy
3,472
+326
+10% +$26.3K 0.03% 141
2021
Q3 		$232K Buy
3,146
+521
+20% +$39.7K 0.02% 143
2021
Q2 		$191K Buy
2,625
+1,694
+182% +$117K 0.02% 149
2021
Q1 		$61K Buy
+931
New +$60.2K 0.01% 210
2018
Q1 		– Sell
-144
Closed -$5K – 359
2017
Q4 		$5K Hold
144
– – ﹤0.01% 281
2017
Q3 		$5K Buy
+144
New +$5.07K ﹤0.01% 277

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

Bogart Wealth LLC's IVW Position: Q1 2026 in Review

Bogart Wealth LLC increased its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q1 2026, buying an estimated $70.8K and bringing the position to 4,143 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #181.

Bogart Wealth LLC first reported a position in IVW in Q3 2017 and has held it in 23 quarters since. The position peaked at $921K in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Bogart Wealth LLC held 4,143 shares of iShares S&P 500 Growth ETF worth $469K as of Q1 2026.
  • Bogart Wealth LLC bought 589 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $70.8K.
  • iShares S&P 500 Growth ETF made up 0.02% of Bogart Wealth LLC's portfolio in Q1 2026, its #181 holding.
  • Bogart Wealth LLC first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 23 quarters since.
  • Bogart Wealth LLC's iShares S&P 500 Growth ETF position peaked at $921K in Q4 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.