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 Q2	$214K	Buy	+1,561	New	+$206K	0.03%	276

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Stonebridge Financial Group opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,561 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #276 among its holdings.

2,066 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Stonebridge Financial Group held 1,561 shares of iShares S&P 500 Growth ETF worth $214K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Stonebridge Financial Group position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of Stonebridge Financial Group's portfolio in Q2 2026, its #276 holding.
2,066 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.