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Broussard Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Broussard Financial 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
Q2 		$225K Buy
+1,635
New +$216K 0.18% 34
2026
Q1 		– Sell
-2,055
Closed -$253K – 34
2025
Q4 		$253K Buy
+2,055
New +$252K 0.21% 30

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

Broussard Financial Group's IVW Position: Q2 2026 in Review

Broussard Financial Group opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,635 shares worth $225K. The stake represents 0.18% of the portfolio and ranks #34 among its holdings. This is a return to the name: Broussard Financial Group previously reported a position in IVW as recently as Q4 2025.

Broussard Financial Group first reported a position in IVW in Q4 2025 and has held it in 2 quarters since. The position peaked at $253K in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Broussard Financial Group held 1,635 shares of iShares S&P 500 Growth ETF worth $225K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Broussard Financial Group position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.18% of Broussard Financial Group's portfolio in Q2 2026, its #34 holding.
  • Broussard Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Broussard Financial Group's iShares S&P 500 Growth ETF position peaked at $253K in Q4 2025.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Broussard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.