DecisionPoint Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

DecisionPoint Financial’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 Q3	$37.8K	Hold	265	–	–	0.01%	150
2026 Q2	$36.3K	Hold	265	–	–	0.01%	116
2026 Q1	$30K	Hold	265	–	–	0.01%	112
2025 Q4	$32.7K	Hold	265	–	–	0.01%	106
2025 Q3	$32.1K	Hold	265	–	–	0.01%	94
2025 Q2	$28.9K	Hold	265	–	–	0.01%	108
2025 Q1	$24.6K	Hold	265	–	–	0.01%	113
2024 Q4	$26.9K	Hold	265	–	–	0.01%	106
2024 Q3	$25.4K	Hold	265	–	–	0.01%	113
2024 Q2	$24.2K	Hold	265	–	–	0.01%	114
2024 Q1	$21.9K	Hold	265	–	–	0.01%	117
2023 Q4	$19.9K	Buy	+265	New	+$18.9K	0.01%	108

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

DecisionPoint Financial's IVW Position: Q3 2026 in Review

DecisionPoint Financial held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 265 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #150.

DecisionPoint Financial first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. 890 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

DecisionPoint Financial held 265 shares of iShares S&P 500 Growth ETF worth $37.8K as of Q3 2026.
DecisionPoint Financial left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #150 holding.
DecisionPoint Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
890 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.