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BridgePort Financial Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

BridgePort Financial Solutions’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 		$3.16M Sell
23,012
-4,948
-18% -$653K 0.81% 32
2026
Q1 		$3.16M Sell
27,960
-1,422
-5% -$171K 0.9% 28
2025
Q4 		$3.62M Sell
29,382
-929
-3% -$114K 0.97% 27
2025
Q3 		$3.66M Sell
30,311
-2,581
-8% -$297K 0.98% 25
2025
Q2 		$3.62M Sell
32,892
-2,511
-7% -$249K 1.2% 22
2025
Q1 		$3.29M Buy
35,403
+58
+0.2% +$5.85K 1.48% 16
2024
Q4 		$3.51M Buy
+35,345
New +$3.53M 1.59% 14

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

BridgePort Financial Solutions's IVW Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its iShares S&P 500 Growth ETF (IVW) stake by 18% in Q2 2026, selling an estimated $653K and leaving 23,012 shares worth $3.16M. The position accounts for 0.81% of the portfolio, ranked #32.

BridgePort Financial Solutions first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.66M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • BridgePort Financial Solutions held 23,012 shares of iShares S&P 500 Growth ETF worth $3.16M as of Q2 2026.
  • BridgePort Financial Solutions sold 4,948 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $653K.
  • iShares S&P 500 Growth ETF made up 0.81% of BridgePort Financial Solutions's portfolio in Q2 2026, its #32 holding.
  • BridgePort Financial Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • BridgePort Financial Solutions's iShares S&P 500 Growth ETF position peaked at $3.66M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.