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

Great Point Wealth 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	$5.02M	Hold	36,522	–	–	0.81%	24
2026 Q1	$4.13M	Hold	36,522	–	–	0.76%	24
2025 Q4	$4.5M	Hold	36,522	–	–	0.82%	24
2025 Q3	$4.41M	Buy	+36,522	New	+$4.2M	0.83%	24
2025 Q1	$3.39M	Hold	36,492	–	–	0.73%	26
2024 Q4	$3.71M	Hold	36,492	–	–	0.81%	26
2024 Q3	$3.49M	Hold	36,492	–	–	0.75%	27
2024 Q2	$3.38M	Hold	36,492	–	–	0.77%	26
2024 Q1	$3.08M	Hold	36,492	–	–	0.72%	27
2023 Q4	$2.74M	Hold	36,492	–	–	0.71%	30
2023 Q3	$2.5M	Hold	36,492	–	–	0.75%	30
2023 Q2	$2.57M	Hold	36,492	–	–	0.77%	30
2023 Q1	$2.33M	Hold	36,492	–	–	0.74%	32
2022 Q4	$2.13M	Hold	36,492	–	–	0.72%	33
2022 Q3	$2.11M	Hold	36,492	–	–	0.79%	31
2022 Q2	$2.2M	Hold	36,492	–	–	0.78%	31
2022 Q1	$2.79M	Hold	36,492	–	–	0.87%	22
2021 Q4	$3.05M	Hold	36,492	–	–	0.94%	21
2021 Q3	$2.7M	Hold	36,492	–	–	0.93%	21
2021 Q2	$2.65M	Hold	36,492	–	–	0.93%	22
2021 Q1	$2.38M	Hold	36,492	–	–	0.91%	18
2020 Q4	$2.33M	Hold	36,492	–	–	1%	19
2020 Q3	$1.89M	Hold	36,492	–	–	0.98%	17
2020 Q2	$1.89M	Hold	36,492	–	–	0.98%	17
2020 Q1	$1.5M	Hold	36,492	–	–	1.26%	15
2019 Q4	$1.77M	Hold	36,492	–	–	1.09%	14
2019 Q3	$1.64M	Hold	36,492	–	–	1.12%	15
2019 Q2	$1.64M	Sell	36,492 -1,720	-5%	-$75.6K	1.32%	18
2019 Q1	$1.65M	Hold	38,212	–	–	1.4%	17
2018 Q4	$1.44M	Buy	+38,212	New	+$1.55M	1.36%	18

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

Great Point Wealth Advisors's IVW Position: Q2 2026 in Review

Great Point Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 36,522 shares worth $5.02M. The position accounts for 0.81% of the portfolio, ranked #24.

Great Point Wealth Advisors first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Great Point Wealth Advisors held 36,522 shares of iShares S&P 500 Growth ETF worth $5.02M as of Q2 2026.
Great Point Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.81% of Great Point Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Great Point Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.