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 Q2	$7.42M	Buy	53,943 +2,118	+4%	+$280K	0.37%	70
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 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

Strategic Blueprint's IVW Position: Q2 2026 in Review

Strategic Blueprint increased its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q2 2026, buying an estimated $280K and bringing the position to 53,943 shares worth $7.42M. The position accounts for 0.37% of the portfolio, ranked #70.

Strategic Blueprint first reported a position in IVW in Q3 2019 and has held it in 20 quarters since. The position peaked at $8.29M in Q2 2020. 2,134 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Strategic Blueprint held 53,943 shares of iShares S&P 500 Growth ETF worth $7.42M as of Q2 2026.
Strategic Blueprint bought 2,118 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $280K.
iShares S&P 500 Growth ETF made up 0.37% of Strategic Blueprint's portfolio in Q2 2026, its #70 holding.
Strategic Blueprint first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 20 quarters since.
Strategic Blueprint's iShares S&P 500 Growth ETF position peaked at $8.29M in Q2 2020.
2,134 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.