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

Bush 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	$3.9M	Buy	34,463 +1,929	+6%	+$232K	2.13%	14
2025 Q4	$4.01M	Sell	32,534 -537	-2%	-$65.7K	2.24%	14
2025 Q3	$3.99M	Buy	33,071 +416	+1%	+$47.8K	2.37%	13
2025 Q2	$3.6M	Sell	32,655 -8,535	-21%	-$845K	2.41%	11
2025 Q1	$3.82M	Buy	41,190 +539	+1%	+$54.3K	2.88%	9
2024 Q4	$4.13M	Buy	40,651 +1,414	+4%	+$141K	3.22%	6
2024 Q3	$3.76M	Buy	39,237 +1,239	+3%	+$114K	3%	7
2024 Q2	$3.52M	Buy	37,998 +14,665	+63%	+$1.26M	3.02%	7
2024 Q1	$1.97M	Buy	+23,333	New	+$1.87M	1.74%	10

Other funds holding IVW

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Bush Investment Group increased its iShares S&P 500 Growth ETF (IVW) stake by 5.9% in Q1 2026, buying an estimated $232K and bringing the position to 34,463 shares worth $3.9M. The position accounts for 2.13% of the portfolio, ranked #14.

Bush Investment Group first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.13M in Q4 2024. 2,044 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Bush Investment Group held 34,463 shares of iShares S&P 500 Growth ETF worth $3.9M as of Q1 2026.
Bush Investment Group bought 1,929 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $232K.
iShares S&P 500 Growth ETF made up 2.13% of Bush Investment Group's portfolio in Q1 2026, its #14 holding.
Bush Investment Group first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Bush Investment Group's iShares S&P 500 Growth ETF position peaked at $4.13M in Q4 2024.
2,044 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.