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 Q2	$167K	Hold	1,214	–	–	0.1%	115
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 $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

Basepoint Wealth's IVW Position: Q2 2026 in Review

Basepoint Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,214 shares worth $167K. The position accounts for 0.1% of the portfolio, ranked #115.

Basepoint Wealth first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. The position peaked at $394K in Q4 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Basepoint Wealth held 1,214 shares of iShares S&P 500 Growth ETF worth $167K as of Q2 2026.
Basepoint Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.1% of Basepoint Wealth's portfolio in Q2 2026, its #115 holding.
Basepoint Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Basepoint Wealth's iShares S&P 500 Growth ETF position peaked at $394K in Q4 2024.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.