Valtinson Bruner Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Valtinson Bruner Financial Planning’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	$399K	Buy	2,898 +1	+0%	+$132	0.1%	108
2026 Q1	$328K	Buy	2,897 +73	+3%	+$8.78K	0.09%	110
2025 Q4	$348K	Sell	2,824 -58	-2%	-$7.1K	0.1%	107
2025 Q3	$348K	Buy	2,882 +154	+6%	+$17.7K	0.1%	104
2025 Q2	$300K	Buy	2,728 +294	+12%	+$29.1K	0.09%	110
2025 Q1	$226K	Buy	2,434 +407	+20%	+$41K	0.08%	127
2024 Q4	$206K	Buy	+2,027	New	+$202K	0.07%	142
2022 Q2	–	Sell	-33,629	Closed	-$2.41M	–	102
2022 Q1	$2.41M	Buy	33,629 +3,766	+13%	+$283K	1.38%	25
2021 Q4	$2.5M	Buy	29,863 +935	+3%	+$75.3K	1.37%	25
2021 Q3	$2.26M	Buy	+28,928	New	+$2.21M	1.24%	26

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

Valtinson Bruner Financial Planning's IVW Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its iShares S&P 500 Growth ETF (IVW) stake by 0.03% in Q2 2026, buying an estimated $132 and bringing the position to 2,898 shares worth $399K. The position accounts for 0.1% of the portfolio, ranked #108.

Valtinson Bruner Financial Planning first reported a position in IVW in Q3 2021 and has held it in 10 quarters since. The position peaked at $2.5M in Q4 2021. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Valtinson Bruner Financial Planning held 2,898 shares of iShares S&P 500 Growth ETF worth $399K as of Q2 2026.
Valtinson Bruner Financial Planning bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
iShares S&P 500 Growth ETF made up 0.1% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #108 holding.
Valtinson Bruner Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 10 quarters since.
Valtinson Bruner Financial Planning's iShares S&P 500 Growth ETF position peaked at $2.5M in Q4 2021.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.