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Strategic Blueprint’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategic Blueprint’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 		$5.86M Sell
51,825
-719
-1% -$86.5K 0.34% 76
2025
Q4 		$6.48M Sell
52,544
-10,955
-17% -$1.34M 0.38% 66
2025
Q3 		$7.67M Buy
63,499
+1,694
+3% +$195K 0.33% 80
2025
Q2 		$6.8M Sell
61,805
-5,887
-9% -$583K 0.33% 78
2025
Q1 		$6.28M Buy
67,692
+3,025
+5% +$305K 0.34% 75
2024
Q4 		$6.57M Buy
64,667
+2,503
+4% +$250K 0.39% 61
2024
Q3 		$5.95M Sell
62,164
-2,386
-4% -$220K 0.37% 64
2024
Q2 		$5.97M Buy
64,550
+36,597
+131% +$3.16M 0.41% 57
2024
Q1 		$2.36M Sell
27,953
-3,572
-11% -$287K 0.17% 124
2023
Q4 		$2.37M Buy
31,525
+4,764
+18% +$339K 0.2% 118
2023
Q3 		$1.83M Buy
26,761
+14,375
+116% +$1.02M 0.17% 134
2023
Q2 		$873K Buy
12,386
+809
+7% +$53.5K 0.08% 214
2023
Q1 		$740K Sell
11,577
-3,362
-23% -$206K 0.08% 241
2022
Q4 		$874K Buy
+14,939
New +$897K 0.1% 207
2022
Q3 		– Sell
-3,571
Closed -$216K – 511
2022
Q2 		$216K Buy
+3,571
New +$236K 0.03% 454
2022
Q1 		– Sell
-4,566
Closed -$382K – 520
2021
Q4 		$382K Buy
+4,566
New +$368K 0.05% 323
2021
Q3 		– Sell
-3,771
Closed -$274K – 856
2021
Q2 		$274K Buy
+3,771
New +$261K 0.04% 318
2020
Q3 		– Sell
-159,892
Closed -$8.29M – 219
2020
Q2 		$8.29M Buy
+159,892
New +$7.66M 2.92% 5
2019
Q4 		– Sell
-3,700
Closed -$167K – 260
2019
Q3 		$167K Buy
+3,700
New +$167K 0.13% 78

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Strategic Blueprint's IVW Position: Q1 2026 in Review

Strategic Blueprint reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q1 2026, selling an estimated $86.5K and leaving 51,825 shares worth $5.86M. The position accounts for 0.34% of the portfolio, ranked #76.

Strategic Blueprint first reported a position in IVW in Q3 2019 and has held it in 19 quarters since. The position peaked at $8.29M in Q2 2020. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Strategic Blueprint held 51,825 shares of iShares S&P 500 Growth ETF worth $5.86M as of Q1 2026.
  • Strategic Blueprint sold 719 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $86.5K.
  • iShares S&P 500 Growth ETF made up 0.34% of Strategic Blueprint's portfolio in Q1 2026, its #76 holding.
  • Strategic Blueprint first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 19 quarters since.
  • Strategic Blueprint's iShares S&P 500 Growth ETF position peaked at $8.29M in Q2 2020.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.