Stonebridge Financial Group, LLC/CA’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$214K	Buy	+1,561	New	+$206K	0.03%	276

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's IVW Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,561 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #276 among its holdings.

1,897 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 1,561 shares of iShares S&P 500 Growth ETF worth $214K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #276 holding.
1,897 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.