WealthBridge Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

WealthBridge Capital Management’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	$650K	Sell	4,729 -81	-2%	-$10.7K	0.13%	120
2026 Q1	$544K	Sell	4,810 -390	-8%	-$46.9K	0.13%	120
2025 Q4	$641K	Buy	5,200 +166	+3%	+$20.3K	0.15%	102
2025 Q3	$608K	Hold	5,034	–	–	0.14%	106
2025 Q2	$554K	Hold	5,034	–	–	0.14%	107
2025 Q1	$467K	Hold	5,034	–	–	0.13%	113
2024 Q4	$511K	Hold	5,034	–	–	0.14%	110
2024 Q3	$482K	Sell	5,034 -450	-8%	-$41.5K	0.14%	110
2024 Q2	$507K	Hold	5,484	–	–	0.17%	99
2024 Q1	$463K	Hold	5,484	–	–	0.16%	103
2023 Q4	$412K	Hold	5,484	–	–	0.15%	104
2023 Q3	$375K	Buy	5,484 +580	+12%	+$41K	0.15%	104
2023 Q2	$346K	Hold	4,904	–	–	0.14%	119
2023 Q1	$313K	Hold	4,904	–	–	0.12%	137
2022 Q4	$287K	Sell	4,904 -105	-2%	-$6.3K	0.12%	152
2022 Q3	$302K	Hold	5,009	–	–	0.13%	145
2022 Q2	$302K	Sell	5,009 -537	-10%	-$35.5K	0.13%	145
2022 Q1	$424K	Sell	5,546 -56	-1%	-$4.21K	0.16%	113
2021 Q4	$469K	Buy	5,602 +273	+5%	+$22K	0.18%	103
2021 Q3	$394K	Buy	5,329 +321	+6%	+$24.5K	0.15%	110
2021 Q2	$364K	Hold	5,008	–	–	0.13%	111
2021 Q1	$326K	Sell	5,008 -516	-9%	-$33.4K	0.13%	112
2020 Q4	$353K	Hold	5,524	–	–	0.15%	102
2020 Q3	$319K	Sell	5,524 -60	-1%	-$3.4K	0.16%	99
2020 Q2	$290K	Buy	5,584 +60	+1%	+$2.88K	0.16%	97
2020 Q1	$228K	Hold	5,524	–	–	0.16%	100
2019 Q4	$267K	Buy	+5,524	New	+$256K	0.17%	100
2019 Q2	–	Sell	-3,056	Closed	-$134K	–	487
2019 Q1	$134K	Sell	3,056 -260	-8%	-$10.7K	0.09%	149
2018 Q4	$125K	Buy	+3,316	New	+$134K	0.1%	144

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

WealthBridge Capital Management's IVW Position: Q2 2026 in Review

WealthBridge Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q2 2026, selling an estimated $10.7K and leaving 4,729 shares worth $650K. The position accounts for 0.13% of the portfolio, ranked #120.

WealthBridge Capital Management first reported a position in IVW in Q4 2018 and has held it in 29 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

WealthBridge Capital Management held 4,729 shares of iShares S&P 500 Growth ETF worth $650K as of Q2 2026.
WealthBridge Capital Management sold 81 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $10.7K.
iShares S&P 500 Growth ETF made up 0.13% of WealthBridge Capital Management's portfolio in Q2 2026, its #120 holding.
WealthBridge Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 29 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.