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

SevenBridge 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 Q1	$275K	Hold	2,128	–	–	0.04%	177
2025 Q4	$265K	Hold	2,128	–	–	0.04%	183
2025 Q3	$263K	Hold	2,128	–	–	0.04%	178
2025 Q2	$246K	Hold	2,128	–	–	0.04%	194
2025 Q1	$214K	Sell	2,128 -196	-8%	-$19.8K	0.04%	209
2024 Q4	$245K	Buy	2,324 +196	+9%	+$19.6K	0.05%	199
2024 Q3	$215K	Buy	+2,128	New	+$196K	0.04%	211
2022 Q1	–	Sell	-2,672	Closed	-$224K	–	163
2021 Q4	$224K	Buy	+2,672	New	+$215K	0.07%	162
2019 Q3	–	Sell	-544	Closed	-$24K	–	360
2019 Q2	$24K	Hold	544	–	–	0.01%	365
2019 Q1	$23K	Hold	544	–	–	0.01%	330
2018 Q4	$20K	Hold	544	–	–	0.01%	305
2018 Q3	$24K	Hold	544	–	–	0.01%	321
2018 Q2	$22K	Hold	544	–	–	0.01%	335
2018 Q1	$21K	Sell	544 -312	-36%	-$12.4K	0.01%	345
2017 Q4	$33K	Buy	+856	New	+$32K	0.02%	311

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $173B AUM 20.72% 1-Year Est. Return

SevenBridge Financial Group's IVW Position: Q1 2026 in Review

SevenBridge Financial Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,128 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #177.

SevenBridge Financial Group first reported a position in IVW in Q4 2017 and has held it in 15 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

SevenBridge Financial Group held 2,128 shares of iShares S&P 500 Growth ETF worth $275K as of Q1 2026.
SevenBridge Financial Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.04% of SevenBridge Financial Group's portfolio in Q1 2026, its #177 holding.
SevenBridge Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 15 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.