Garrison Point Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Garrison Point Advisors’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	$692K	Buy	5,028 +3	+0.1%	+$396	0.28%	92
2026 Q1	$568K	Sell	5,025 -10	-0.2%	-$1.2K	0.26%	100
2025 Q4	$621K	Buy	5,035 +784	+18%	+$96K	0.27%	94
2025 Q3	$513K	Buy	4,251 +411	+11%	+$47.3K	0.22%	103
2025 Q2	$423K	Sell	3,840 -80	-2%	-$7.92K	0.19%	109
2025 Q1	$364K	Hold	3,920	–	–	0.18%	117
2024 Q4	$398K	Sell	3,920 -80	-2%	-$7.98K	0.19%	109
2024 Q3	$383K	Hold	4,000	–	–	0.24%	102
2024 Q2	$370K	Hold	4,000	–	–	0.24%	101
2024 Q1	$338K	Hold	4,000	–	–	0.22%	111
2023 Q4	$300K	Hold	4,000	–	–	0.21%	115
2023 Q3	$274K	Hold	4,000	–	–	0.21%	118
2023 Q2	$282K	Hold	4,000	–	–	0.2%	123
2023 Q1	$256K	Sell	4,000 -60	-1%	-$3.67K	0.19%	127
2022 Q4	$238K	Hold	4,060	–	–	0.19%	129
2022 Q3	$235K	Hold	4,060	–	–	0.21%	128
2022 Q2	$245K	Sell	4,060 -150	-4%	-$9.93K	0.2%	128
2022 Q1	$322K	Hold	4,210	–	–	0.23%	117
2021 Q4	$352K	Hold	4,210	–	–	0.23%	117
2021 Q3	$311K	Buy	4,210 +40	+1%	+$3.05K	0.23%	117
2021 Q2	$303K	Buy	4,170 +40	+1%	+$2.77K	0.22%	118
2021 Q1	$269K	Sell	4,130 -50	-1%	-$3.23K	0.21%	118
2020 Q4	$267K	Hold	4,180	–	–	0.21%	114
2020 Q3	$241K	Sell	4,180 -240	-5%	-$13.6K	0.22%	114
2020 Q2	$229K	Buy	+4,420	New	+$212K	0.23%	109
2020 Q1	–	Sell	-4,500	Closed	-$218K	–	120
2019 Q4	$218K	Hold	4,500	–	–	0.2%	121
2019 Q3	$203K	Hold	4,500	–	–	0.2%	123
2019 Q2	$202K	Sell	4,500 -500	-10%	-$22K	0.2%	122
2019 Q1	$215K	Buy	+5,000	New	+$205K	0.22%	119

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

Garrison Point Advisors's IVW Position: Q2 2026 in Review

Garrison Point Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q2 2026, buying an estimated $396 and bringing the position to 5,028 shares worth $692K. The position accounts for 0.28% of the portfolio, ranked #92.

Garrison Point Advisors first reported a position in IVW in Q1 2019 and has held it in 29 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Garrison Point Advisors held 5,028 shares of iShares S&P 500 Growth ETF worth $692K as of Q2 2026.
Garrison Point Advisors bought 3 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $396.
iShares S&P 500 Growth ETF made up 0.28% of Garrison Point Advisors's portfolio in Q2 2026, its #92 holding.
Garrison Point Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 29 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.