Stonebridge Financial Group
IVW icon

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

Stonebridge 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
Q3 		– Sell
-1,561
Closed -$214K – 310
2026
Q2 		$214K Buy
+1,561
New +$206K 0.03% 276

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Stonebridge Financial Group's IVW Position: Q3 2026 in Review

Stonebridge Financial Group sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2026, closing a stake of 1,561 shares — an estimated $214K sold.

Stonebridge Financial Group first reported a position in IVW in Q2 2026 and held it in 1 quarter. The position peaked at $214K in Q2 2026. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Stonebridge Financial Group reported no remaining iShares S&P 500 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Stonebridge Financial Group sold 1,561 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $214K.
  • Stonebridge Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2026 and held it in 1 quarter.
  • Stonebridge Financial Group's iShares S&P 500 Growth ETF position peaked at $214K in Q2 2026.
  • 1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.