Stonebridge Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stonebridge Capital Advisors’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	$202K	Buy	+1,469	New	+$194K	0.01%	211
2023 Q4	–	Sell	-25	Closed	-$1.71K	–	515
2023 Q3	$1.71K	Hold	25	–	–	﹤0.01%	818
2023 Q2	$1.76K	Sell	25 -104	-81%	-$6.88K	﹤0.01%	821
2023 Q1	$8.24K	Buy	129 +104	+416%	+$6.36K	﹤0.01%	635
2022 Q4	$1.46K	Hold	25	–	–	﹤0.01%	832
2022 Q3	$1K	Sell	25 -148	-86%	-$9.62K	﹤0.01%	909
2022 Q2	$10K	Hold	173	–	–	﹤0.01%	598
2022 Q1	$13K	Hold	173	–	–	﹤0.01%	623
2021 Q4	$14K	Buy	173 +151	+686%	+$12.2K	﹤0.01%	582
2021 Q3	$2K	Hold	22	–	–	﹤0.01%	825
2021 Q2	$2K	Buy	+22	New	+$1.52K	﹤0.01%	798

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Stonebridge Capital Advisors's IVW Position: Q2 2026 in Review

Stonebridge Capital Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,469 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #211 among its holdings. This is a return to the name: Stonebridge Capital Advisors previously reported a position in IVW as recently as Q3 2023.

Stonebridge Capital Advisors first reported a position in IVW in Q2 2021 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Stonebridge Capital Advisors held 1,469 shares of iShares S&P 500 Growth ETF worth $202K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Stonebridge Capital Advisors position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #211 holding.
Stonebridge Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 11 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.