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Brooklyn Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Brooklyn Investment Group’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 		$428K Buy
3,783
+259
+7% +$31.1K 0.01% 1149
2025
Q4 		$438K Buy
+3,524
New +$431K 0.02% 762
2025
Q3 		– Sell
-567
Closed -$62.4K – 1677
2025
Q2 		$62.4K Buy
567
+413
+268% +$40.9K 0.01% 1212
2025
Q1 		$14.3K Hold
154
– – ﹤0.01% 1338
2024
Q4 		$15.6K Buy
+154
New +$15.4K ﹤0.01% 824

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Brooklyn Investment Group's IVW Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares S&P 500 Growth ETF (IVW) stake by 7.3% in Q1 2026, buying an estimated $31.1K and bringing the position to 3,783 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #1149.

Brooklyn Investment Group first reported a position in IVW in Q4 2024 and has held it in 5 quarters since. The position peaked at $438K in Q4 2025. 2,049 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Brooklyn Investment Group held 3,783 shares of iShares S&P 500 Growth ETF worth $428K as of Q1 2026.
  • Brooklyn Investment Group bought 259 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $31.1K.
  • iShares S&P 500 Growth ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1149 holding.
  • Brooklyn Investment Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Brooklyn Investment Group's iShares S&P 500 Growth ETF position peaked at $438K in Q4 2025.
  • 2,049 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.