BFC Planning, Inc.’s iShares S&P 500 Growth ETF IVW Stock Holding History

BFC Planning, Inc.’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	$4.37M	Buy	31,778 +279	+0.9%	+$36.8K	0.18%	120
2026 Q1	$3.56M	Sell	31,499 -62,693	-67%	-$7.54M	0.16%	129
2025 Q4	$11.6M	Buy	94,192 +81,623	+649%	+$10M	0.51%	34
2025 Q3	$1.52M	Sell	12,569 -1,576	-11%	-$181K	0.11%	166
2025 Q2	$1.56M	Sell	14,145 -2,205	-13%	-$218K	0.12%	155
2025 Q1	$1.52M	Sell	16,350 -560	-3%	-$56.5K	0.13%	150
2024 Q4	$1.72M	Buy	+16,910	New	+$1.69M	0.14%	127

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

BFC Planning, Inc.'s IVW Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares S&P 500 Growth ETF (IVW) stake by 0.89% in Q2 2026, buying an estimated $36.8K and bringing the position to 31,778 shares worth $4.37M. The position accounts for 0.18% of the portfolio, ranked #120.

BFC Planning, Inc. first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.6M in Q4 2025. 2,143 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

BFC Planning, Inc. held 31,778 shares of iShares S&P 500 Growth ETF worth $4.37M as of Q2 2026.
BFC Planning, Inc. bought 279 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $36.8K.
iShares S&P 500 Growth ETF made up 0.18% of BFC Planning, Inc.'s portfolio in Q2 2026, its #120 holding.
BFC Planning, Inc. first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares S&P 500 Growth ETF position peaked at $11.6M in Q4 2025.
2,143 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.