Basepoint Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Basepoint Wealth’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	$137K	Sell	1,214 -366	-23%	-$44K	0.08%	128
2025 Q4	$195K	Buy	+1,580	New	+$193K	0.12%	97
2025 Q3	–	Sell	-3,143	Closed	-$346K	–	106
2025 Q2	$346K	Buy	3,143 +3	+0.1%	+$297	0.27%	73
2025 Q1	$292K	Sell	3,140 -744	-19%	-$75K	0.23%	75
2024 Q4	$394K	Buy	3,884 +1	+0%	+$100	0.31%	67
2024 Q3	$372K	Buy	3,883 +748	+24%	+$69.1K	0.27%	72
2024 Q2	$290K	Buy	3,135 +3	+0.1%	+$259	0.23%	78
2024 Q1	$264K	Buy	+3,132	New	+$252K	0.2%	96

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Basepoint Wealth's IVW Position: Q1 2026 in Review

Basepoint Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 23% in Q1 2026, selling an estimated $44K and leaving 1,214 shares worth $137K. The position accounts for 0.08% of the portfolio, ranked #128.

Basepoint Wealth first reported a position in IVW in Q1 2024 and has held it in 8 quarters since. The position peaked at $394K in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Basepoint Wealth held 1,214 shares of iShares S&P 500 Growth ETF worth $137K as of Q1 2026.
Basepoint Wealth sold 366 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $44K.
iShares S&P 500 Growth ETF made up 0.08% of Basepoint Wealth's portfolio in Q1 2026, its #128 holding.
Basepoint Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 8 quarters since.
Basepoint Wealth's iShares S&P 500 Growth ETF position peaked at $394K in Q4 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.