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

BluePointe 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
2025 Q1	$2.46M	Buy	26,462 +19,166	+263%	+$1.93M	0.94%	31
2024 Q4	$741K	Hold	7,296	–	–	0.42%	54
2024 Q3	$699K	Hold	7,296	–	–	0.45%	53
2024 Q2	$675K	Hold	7,296	–	–	0.45%	55
2024 Q1	$616K	Hold	7,296	–	–	0.42%	54
2023 Q4	$548K	Buy	+7,296	New	+$519K	0.42%	53

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BluePointe Capital Management's IVW Position: Q1 2025 in Review

BluePointe Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 263% in Q1 2025, buying an estimated $1.93M and bringing the position to 26,462 shares worth $2.46M. The position accounts for 0.94% of the portfolio, ranked #31.

BluePointe Capital Management first reported a position in IVW in Q4 2023 and has held it in 6 quarters since. 1,836 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

BluePointe Capital Management held 26,462 shares of iShares S&P 500 Growth ETF worth $2.46M as of Q1 2025.
BluePointe Capital Management bought 19,166 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $1.93M.
iShares S&P 500 Growth ETF made up 0.94% of BluePointe Capital Management's portfolio in Q1 2025, its #31 holding.
BluePointe Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 6 quarters since.
1,836 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.