Belpointe Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Belpointe Asset 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	$8.16M	Buy	59,300 +2,260	+4%	+$298K	0.27%	67
2026 Q1	$6.45M	Sell	57,040 -4,456	-7%	-$536K	0.24%	79
2025 Q4	$7.58M	Sell	61,496 -961	-2%	-$118K	0.27%	64
2025 Q3	$7.54M	Buy	62,457 +2,766	+5%	+$318K	0.29%	64
2025 Q2	$6.57M	Sell	59,691 -978	-2%	-$96.8K	0.27%	65
2025 Q1	$5.63M	Sell	60,669 -40,682	-40%	-$4.1M	0.29%	65
2024 Q4	$9.45M	Buy	101,351 +545	+0.5%	+$54.4K	0.57%	25
2024 Q3	$9.65M	Sell	100,806 -3,274	-3%	-$302K	0.58%	26
2024 Q2	$9.63M	Buy	104,080 +9,338	+10%	+$805K	0.67%	21
2024 Q1	$8M	Buy	94,742 +43,997	+87%	+$3.53M	0.6%	26
2023 Q4	$3.81M	Sell	50,745 -721	-1%	-$51.3K	0.33%	54
2023 Q3	$3.52M	Sell	51,466 -1,374	-3%	-$97.2K	0.36%	47
2023 Q2	$3.72M	Buy	52,840 +1,253	+2%	+$82.8K	0.39%	48
2023 Q1	$3.3M	Buy	51,587 +222	+0.4%	+$13.6K	0.18%	110
2022 Q4	$3M	Sell	51,365 -6,477	-11%	-$389K	0.18%	102
2022 Q3	$3.35M	Buy	57,842 +280	+0.5%	+$18.2K	0.23%	86
2022 Q2	$3.47M	Buy	57,562 +11,373	+25%	+$753K	0.23%	86
2022 Q1	$3.53M	Sell	46,189 -21,431	-32%	-$1.61M	0.21%	88
2021 Q4	$5.66M	Buy	67,620 +8,112	+14%	+$654K	0.35%	52
2021 Q3	$4.4M	Buy	59,508 +18,391	+45%	+$1.4M	0.3%	63
2021 Q2	$2.99M	Buy	41,117 +217	+0.5%	+$15K	0.22%	91
2021 Q1	$2.66M	Sell	40,900 -21,632	-35%	-$1.4M	0.23%	89
2020 Q4	$3.99M	Buy	62,532 +15,956	+34%	+$967K	0.36%	54
2020 Q3	$2.69M	Buy	46,576 +1,032	+2%	+$58.4K	0.3%	69
2020 Q2	$2.36M	Buy	45,544 +1,100	+2%	+$52.7K	0.31%	70
2020 Q1	$1.83M	Sell	44,444 -17,016	-28%	-$805K	0.32%	69
2019 Q4	$2.98M	Buy	61,460 +948	+2%	+$43.9K	0.38%	60
2019 Q3	$2.72M	Buy	60,512 +1,532	+3%	+$69.3K	0.44%	42
2019 Q2	$2.64M	Buy	+58,980	New	+$2.59M	0.52%	31
2019 Q1	–	Sell	-53,204	Closed	-$2M	–	499
2018 Q4	$2M	Sell	53,204 -1,920	-3%	-$77.7K	0.51%	31
2018 Q3	$2.44M	Buy	55,124 +46,472	+537%	+$2M	0.39%	43
2018 Q2	$352K	Buy	+8,652	New	+$348K	0.1%	228
2018 Q1	–	Sell	-6,008	Closed	-$229K	–	413
2017 Q4	$229K	Buy	6,008 +192	+3%	+$7.17K	0.05%	395
2017 Q3	$208K	Buy	+5,816	New	+$205K	0.05%	389

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Belpointe Asset Management's IVW Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 4% in Q2 2026, buying an estimated $298K and bringing the position to 59,300 shares worth $8.16M. The position accounts for 0.27% of the portfolio, ranked #67.

Belpointe Asset Management first reported a position in IVW in Q3 2017 and has held it in 34 quarters since. The position peaked at $9.65M in Q3 2024. 1,106 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Belpointe Asset Management held 59,300 shares of iShares S&P 500 Growth ETF worth $8.16M as of Q2 2026.
Belpointe Asset Management bought 2,260 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $298K.
iShares S&P 500 Growth ETF made up 0.27% of Belpointe Asset Management's portfolio in Q2 2026, its #67 holding.
Belpointe Asset Management first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 34 quarters since.
Belpointe Asset Management's iShares S&P 500 Growth ETF position peaked at $9.65M in Q3 2024.
1,106 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.