Bridges Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bridges Investment Management’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	$5.96M	Buy	43,325 +84	+0.2%	+$11.1K	0.07%	105
2026 Q1	$4.89M	Hold	43,241	–	–	0.07%	114
2025 Q4	$5.33M	Sell	43,241 -3,405	-7%	-$417K	0.07%	108
2025 Q3	$5.63M	Sell	46,646 -229	-0.5%	-$26.3K	0.07%	102
2025 Q2	$5.16M	Buy	46,875 +122	+0.3%	+$12.1K	0.07%	105
2025 Q1	$4.34M	Sell	46,753 -382	-0.8%	-$38.5K	0.06%	109
2024 Q4	$4.79M	Buy	47,135 +634	+1%	+$63.2K	0.07%	108
2024 Q3	$4.45M	Sell	46,501 -11,039	-19%	-$1.02M	0.06%	108
2024 Q2	$5.32M	Buy	57,540 +42,077	+272%	+$3.63M	0.08%	100
2024 Q1	$1.31M	Hold	15,463	–	–	0.04%	126
2023 Q4	$1.16M	Sell	15,463 -107	-0.7%	-$7.62K	0.04%	129
2023 Q3	$1.07M	Sell	15,570 -50	-0.3%	-$3.54K	0.04%	127
2023 Q2	$1.1M	Sell	15,620 -200	-1%	-$13.2K	0.04%	130
2023 Q1	$1.01M	Sell	15,820 -454	-3%	-$27.8K	0.04%	141
2022 Q4	$952K	Hold	16,274	–	–	0.04%	144
2022 Q3	$942K	Sell	16,274 -500	-3%	-$32.5K	0.04%	144
2022 Q2	$1.01M	Sell	16,774 -400	-2%	-$26.5K	0.04%	144
2022 Q1	$1.31M	Sell	17,174 -687	-4%	-$51.6K	0.04%	139
2021 Q4	$1.5M	Sell	17,861 -250	-1%	-$20.1K	0.04%	134
2021 Q3	$1.34M	Sell	18,111 -272	-1%	-$20.7K	0.04%	137
2021 Q2	$1.34M	Sell	18,383 -100	-0.5%	-$6.92K	0.04%	139
2021 Q1	$1.2M	Hold	18,483	–	–	0.04%	138
2020 Q4	$1.18M	Sell	18,483 -3,261	-15%	-$198K	0.04%	134
2020 Q3	$1.26M	Hold	21,744	–	–	0.04%	132
2020 Q2	$1.13M	Sell	21,744 -5,200	-19%	-$249K	0.04%	132
2020 Q1	$1.11M	Hold	26,944	–	–	0.05%	132
2019 Q4	$1.3M	Buy	26,944 +2,032	+8%	+$94.2K	0.05%	144
2019 Q3	$1.12M	Hold	24,912	–	–	0.04%	189
2019 Q2	$1.12M	Buy	24,912 +14,792	+146%	+$651K	0.04%	185
2019 Q1	$436K	Sell	10,120 -1,200	-11%	-$49.2K	0.02%	277
2018 Q4	$426K	Sell	11,320 -800	-7%	-$32.4K	0.02%	264
2018 Q3	$537K	Hold	12,120	–	–	0.03%	198
2018 Q2	$493K	Sell	12,120 -160	-1%	-$6.43K	0.02%	200
2018 Q1	$476K	Hold	12,280	–	–	0.02%	198
2017 Q4	$469K	Buy	12,280 +4,120	+50%	+$154K	0.04%	150
2017 Q3	$293K	Buy	8,160 +160	+2%	+$5.64K	0.03%	131
2017 Q2	$274K	Hold	8,000	–	–	0.04%	116
2017 Q1	$263K	Hold	8,000	–	–	0.04%	118
2016 Q4	$244K	Hold	8,000	–	–	0.03%	126
2016 Q3	$243K	Hold	8,000	–	–	0.04%	122
2016 Q2	$233K	Hold	8,000	–	–	0.04%	126
2016 Q1	$232K	Hold	8,000	–	–	0.04%	122
2015 Q4	$232K	Hold	8,000	–	–	0.04%	121
2015 Q3	$228K	Hold	8,000	–	–	0.04%	131
2015 Q2	$228K	Hold	8,000	–	–	0.04%	131
2015 Q1	$228K	Hold	8,000	–	–	0.04%	137
2014 Q4	$223K	Hold	8,000	–	–	0.04%	132
2014 Q3	$214K	Buy	+8,000	New	+$213K	0.04%	133

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bridges Investment Management's IVW Position: Q2 2026 in Review

Bridges Investment Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.19% in Q2 2026, buying an estimated $11.1K and bringing the position to 43,325 shares worth $5.96M. The position accounts for 0.07% of the portfolio, ranked #105.

Bridges Investment Management first reported a position in IVW in Q3 2014 and has held it in 48 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Bridges Investment Management held 43,325 shares of iShares S&P 500 Growth ETF worth $5.96M as of Q2 2026.
Bridges Investment Management bought 84 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $11.1K.
iShares S&P 500 Growth ETF made up 0.07% of Bridges Investment Management's portfolio in Q2 2026, its #105 holding.
Bridges Investment Management first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and has held it in 48 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.