SFGP
IVW icon

Stonebridge Financial Group (Pennsylvania)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$449K Hold
3,262
– – 0.03% 188
2026
Q1 		$369K Hold
3,262
– – 0.03% 194
2025
Q4 		$402K Sell
3,262
-165
-5% -$20.2K 0.03% 187
2025
Q3 		$414K Hold
3,427
– – 0.04% 174
2025
Q2 		$377K Sell
3,427
-35
-1% -$3.46K 0.04% 177
2025
Q1 		$321K Sell
3,462
-79
-2% -$7.96K 0.03% 177
2024
Q4 		$360K Buy
+3,541
New +$353K 0.04% 175

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IVW Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,262 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #188.

Stonebridge Financial Group (Pennsylvania) first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 1,904 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 3,262 shares of iShares S&P 500 Growth ETF worth $449K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #188 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,904 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.