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Bradley Foster & Sargent’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bradley Foster & Sargent’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 		$1.83M Sell
16,162
-120
-0.7% -$14.4K 0.03% 231
2025
Q4 		$2.01M Sell
16,282
-416
-2% -$50.9K 0.03% 221
2025
Q3 		$2.02M Buy
16,698
+492
+3% +$56.6K 0.03% 225
2025
Q2 		$1.78M Sell
16,206
-231
-1% -$22.9K 0.03% 232
2025
Q1 		$1.53M Sell
16,437
-344
-2% -$34.7K 0.03% 223
2024
Q4 		$1.7M Hold
16,781
– – 0.03% 220
2024
Q3 		$1.61M Sell
16,781
-717
-4% -$66.2K 0.03% 228
2024
Q2 		$1.62M Sell
17,498
-358
-2% -$30.9K 0.03% 213
2024
Q1 		$1.51M Sell
17,856
-606
-3% -$48.7K 0.03% 229
2023
Q4 		$1.39M Sell
18,462
-1,499
-8% -$107K 0.03% 243
2023
Q3 		$1.41M Hold
19,961
– – 0.03% 237
2023
Q2 		$1.41M Buy
19,961
+948
+5% +$62.7K 0.03% 237
2023
Q1 		$1.21M Hold
19,013
– – 0.03% 230
2022
Q4 		$1.11M Sell
19,013
-446
-2% -$26.8K 0.03% 234
2022
Q3 		$1.13M Sell
19,459
-208
-1% -$13.5K 0.03% 218
2022
Q2 		$1.19M Sell
19,667
-535
-3% -$35.4K 0.03% 221
2022
Q1 		$1.54M Buy
20,202
+10,969
+119% +$824K 0.03% 226
2021
Q4 		$773K Buy
+9,233
New +$744K 0.02% 275
2017
Q4 		– Sell
-7,228
Closed -$259K – 351
2017
Q3 		$259K Sell
7,228
-3,200
-31% -$113K 0.01% 330
2017
Q2 		$357K Buy
+10,428
New +$353K 0.01% 287
2017
Q1 		– Sell
-8,780
Closed -$267K – 347
2016
Q4 		$267K Buy
+8,780
New +$265K 0.01% 304

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

Bradley Foster & Sargent's IVW Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.74% in Q1 2026, selling an estimated $14.4K and leaving 16,162 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #231.

Bradley Foster & Sargent first reported a position in IVW in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.02M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Bradley Foster & Sargent held 16,162 shares of iShares S&P 500 Growth ETF worth $1.83M as of Q1 2026.
  • Bradley Foster & Sargent sold 120 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $14.4K.
  • iShares S&P 500 Growth ETF made up 0.03% of Bradley Foster & Sargent's portfolio in Q1 2026, its #231 holding.
  • Bradley Foster & Sargent first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 21 quarters since.
  • Bradley Foster & Sargent's iShares S&P 500 Growth ETF position peaked at $2.02M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.