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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
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 $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

BridgePort Financial Solutions's IVW Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.8% in Q1 2026, selling an estimated $171K and leaving 27,960 shares worth $3.16M. The position accounts for 0.9% of the portfolio, ranked #28.

BridgePort Financial Solutions first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.66M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • BridgePort Financial Solutions held 27,960 shares of iShares S&P 500 Growth ETF worth $3.16M as of Q1 2026.
  • BridgePort Financial Solutions sold 1,422 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $171K.
  • iShares S&P 500 Growth ETF made up 0.9% of BridgePort Financial Solutions's portfolio in Q1 2026, its #28 holding.
  • BridgePort Financial Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • BridgePort Financial Solutions's iShares S&P 500 Growth ETF position peaked at $3.66M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.