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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Garrison Point Advisors's IVW Position: Q1 2026 in Review

Garrison Point Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.2% in Q1 2026, selling an estimated $1.2K and leaving 5,025 shares worth $568K. The position accounts for 0.26% of the portfolio, ranked #100.

Garrison Point Advisors first reported a position in IVW in Q1 2019 and has held it in 28 quarters since. The position peaked at $621K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Garrison Point Advisors held 5,025 shares of iShares S&P 500 Growth ETF worth $568K as of Q1 2026.
Garrison Point Advisors sold 10 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.2K.
iShares S&P 500 Growth ETF made up 0.26% of Garrison Point Advisors's portfolio in Q1 2026, its #100 holding.
Garrison Point Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 28 quarters since.
Garrison Point Advisors's iShares S&P 500 Growth ETF position peaked at $621K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.