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

Bouvel 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
2026
Q2 		$4.1M Sell
29,842
-1,351
-4% -$178K 0.93% 43
2026
Q1 		$3.53M Sell
31,193
-631
-2% -$75.9K 1.02% 42
2025
Q4 		$3.92M Sell
31,824
-1,435
-4% -$176K 1.13% 37
2025
Q3 		$4.02M Sell
33,259
-1,095
-3% -$126K 1.23% 34
2025
Q2 		$3.78M Sell
34,354
-3,830
-10% -$379K 1.28% 30
2025
Q1 		$3.66M Buy
38,184
+1,050
+3% +$106K 1.38% 27
2024
Q4 		$3.77M Sell
37,134
-1,050
-3% -$105K 1.36% 27
2024
Q3 		$3.66M Sell
38,184
-540
-1% -$49.9K 1.38% 27
2024
Q2 		$3.58M Buy
38,724
+223
+0.6% +$19.2K 1.39% 27
2024
Q1 		$3.25M Sell
38,501
-373
-1% -$30K 1.4% 28
2023
Q4 		$2.92M Buy
38,874
+219
+0.6% +$15.6K 1.36% 28
2023
Q3 		$2.64M Buy
38,655
+3,119
+9% +$221K 1.43% 25
2023
Q2 		$2.5M Buy
35,536
+545
+2% +$36K 1.37% 27
2023
Q1 		$2.24M Buy
34,991
+713
+2% +$43.6K 1.31% 32
2022
Q4 		$2.01M Buy
34,278
+397
+1% +$23.8K 1.29% 31
2022
Q3 		$1.96M Buy
33,881
+1,521
+5% +$98.8K 1.31% 32
2022
Q2 		$1.95M Buy
32,360
+212
+0.7% +$14K 1.47% 28
2022
Q1 		$2.46M Buy
32,148
+863
+3% +$64.8K 1.5% 24
2021
Q4 		$2.62M Sell
31,285
-1,442
-4% -$116K 1.47% 26
2021
Q3 		$2.42M Buy
32,727
+918
+3% +$70K 1.37% 33
2021
Q2 		$2.31M Sell
31,809
-15
-0% -$1.04K 1.31% 39
2021
Q1 		$2.07M Sell
31,824
-1,240
-4% -$80.2K 1.33% 40
2020
Q4 		$2.11M Buy
+33,064
New +$2M 1.5% 30

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bouvel Investment Partners's IVW Position: Q2 2026 in Review

Bouvel Investment Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q2 2026, selling an estimated $178K and leaving 29,842 shares worth $4.1M. The position accounts for 0.93% of the portfolio, ranked #43.

Bouvel Investment Partners first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Bouvel Investment Partners held 29,842 shares of iShares S&P 500 Growth ETF worth $4.1M as of Q2 2026.
  • Bouvel Investment Partners sold 1,351 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $178K.
  • iShares S&P 500 Growth ETF made up 0.93% of Bouvel Investment Partners's portfolio in Q2 2026, its #43 holding.
  • Bouvel Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.