High Point Wealth Management’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
Q2
$120K Buy
875
+1
+0.1% +$132 0.1% 104
2026
Q1
$98.9K Buy
874
+1
+0.1% +$120 0.1% 106
2025
Q4
$108K Buy
+873
New +$107K 0.1% 110

Other funds holding IVW

High Point Wealth Management's IVW Position: Q2 2026 in Review

High Point Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.11% in Q2 2026, buying an estimated $132 and bringing the position to 875 shares worth $120K. The position accounts for 0.1% of the portfolio, ranked #104.

High Point Wealth Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • High Point Wealth Management held 875 shares of iShares S&P 500 Growth ETF worth $120K as of Q2 2026.
  • High Point Wealth Management bought 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
  • iShares S&P 500 Growth ETF made up 0.1% of High Point Wealth Management's portfolio in Q2 2026, its #104 holding.
  • High Point Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.