Centerpoint Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.6M | Sell |
111,071
-937
| -0.8% | -$113K | 4.09% | 6 |
|
|
2025
Q4 | $13.8M | Sell |
112,008
-2,496
| -2% | -$305K | 4.25% | 6 |
|
|
2025
Q3 | $13.8M | Sell |
114,504
-174
| -0.2% | -$20K | 4.29% | 6 |
|
|
2025
Q2 | $12.6M | Sell |
114,678
-9,525
| -8% | -$943K | 4.28% | 6 |
|
|
2025
Q1 | $11.5M | Sell |
124,203
-738
| -0.6% | -$74.4K | 4.26% | 6 |
|
|
2024
Q4 | $12.7M | Sell |
124,941
-2,952
| -2% | -$294K | 4.44% | 6 |
|
|
2024
Q3 | $12.2M | Sell |
127,893
-1,429
| -1% | -$132K | 4.26% | 6 |
|
|
2024
Q2 | $12M | Sell |
129,322
-145
| -0.1% | -$12.5K | 4.31% | 6 |
|
|
2024
Q1 | $10.9M | Sell |
129,467
-3,405
| -3% | -$274K | 4.1% | 6 |
|
|
2023
Q4 | $9.98M | Sell |
132,872
-3,118
| -2% | -$222K | 3.92% | 7 |
|
|
2023
Q3 | $9.3M | Sell |
135,990
-2,378
| -2% | -$168K | 3.95% | 7 |
|
|
2023
Q2 | $9.75M | Sell |
138,368
-2,448
| -2% | -$162K | 3.96% | 7 |
|
|
2023
Q1 | $9M | Sell |
140,816
-877
| -0.6% | -$53.6K | 3.92% | 7 |
|
|
2022
Q4 | $8.29M | Sell |
141,693
-4,216
| -3% | -$253K | 3.89% | 7 |
|
|
2022
Q3 | $8.44M | Hold |
145,909
| – | – | 4.49% | 7 |
|
|
2022
Q2 | $8.81M | Sell |
145,909
-3,833
| -3% | -$254K | 4.49% | 8 |
|
|
2022
Q1 | $11.4M | Sell |
149,742
-2,437
| -2% | -$183K | 5.23% | 6 |
|
|
2021
Q4 | $12.7M | Sell |
152,179
-1,871
| -1% | -$151K | 5.59% | 4 |
|
|
2021
Q3 | $11.4M | Sell |
154,050
-1,753
| -1% | -$134K | 5.43% | 4 |
|
|
2021
Q2 | $11.3M | Sell |
155,803
-1,541
| -1% | -$107K | 5.33% | 4 |
|
|
2021
Q1 | $10.2M | Sell |
157,344
-1,884
| -1% | -$122K | 6.02% | 5 |
|
|
2020
Q4 | $10.2M | Sell |
159,228
-2,812
| -2% | -$171K | 6.61% | 4 |
|
|
2020
Q3 | $9.36M | Sell |
162,040
-70,624
| -30% | -$4M | 7.04% | 4 |
|
|
2020
Q2 | $12.1M | Sell |
232,664
-53,128
| -19% | -$2.55M | 9.76% | 4 |
|
|
2020
Q1 | $11.8M | Buy |
285,792
+7,020
| +3% | +$332K | 11.73% | 1 |
|
|
2019
Q4 | $13.5M | Buy |
278,772
+88
| +0% | +$4.08K | 9.94% | 1 |
|
|
2019
Q3 | $12.5M | Buy |
278,684
+2,836
| +1% | +$128K | 9.97% | 1 |
|
|
2019
Q2 | $12.4M | Sell |
275,848
-39,664
| -13% | -$1.74M | 9.88% | 1 |
|
|
2019
Q1 | $13.6M | Buy |
315,512
+42,032
| +15% | +$1.72M | 11.54% | 1 |
|
|
2018
Q4 | $10.3M | Sell |
273,480
-100,956
| -27% | -$4.09M | 9.77% | 1 |
|
|
2018
Q3 | $16.6M | Buy |
374,436
+152,912
| +69% | +$6.57M | 13.13% | 1 |
|
|
2018
Q2 | $9.01M | Sell |
221,524
-157,900
| -42% | -$6.34M | 7.54% | 5 |
|
|
2018
Q1 | $14.7M | Sell |
379,424
-8,436
| -2% | -$337K | 12.82% | 4 |
|
|
2017
Q4 | $14.8M | Buy |
+387,860
| New | +$14.5M | 13.1% | 5 |
|
Other funds holding IVW
Centerpoint Advisors's IVW Position: Q1 2026 in Review
Centerpoint Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.84% in Q1 2026, selling an estimated $113K and leaving 111,071 shares worth $12.6M. The position accounts for 4.09% of the portfolio, ranked #6.
Centerpoint Advisors first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. The position peaked at $16.6M in Q3 2018. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Centerpoint Advisors held 111,071 shares of iShares S&P 500 Growth ETF worth $12.6M as of Q1 2026.
- Centerpoint Advisors sold 937 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $113K.
- iShares S&P 500 Growth ETF made up 4.09% of Centerpoint Advisors's portfolio in Q1 2026, its #6 holding.
- Centerpoint Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Centerpoint Advisors's iShares S&P 500 Growth ETF position peaked at $16.6M in Q3 2018.
- 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.