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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
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
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

Valtinson Bruner Financial Planning's IVW Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its iShares S&P 500 Growth ETF (IVW) stake by 2.6% in Q1 2026, buying an estimated $8.78K and bringing the position to 2,897 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #110.

Valtinson Bruner Financial Planning first reported a position in IVW in Q3 2021 and has held it in 9 quarters since. The position peaked at $2.5M in Q4 2021. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Valtinson Bruner Financial Planning held 2,897 shares of iShares S&P 500 Growth ETF worth $328K as of Q1 2026.
  • Valtinson Bruner Financial Planning bought 73 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $8.78K.
  • iShares S&P 500 Growth ETF made up 0.09% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #110 holding.
  • Valtinson Bruner Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 9 quarters since.
  • Valtinson Bruner Financial Planning's iShares S&P 500 Growth ETF position peaked at $2.5M in Q4 2021.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.