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

Keel Point’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 		$840K Buy
6,110
+5
+0.1% +$660 0.05% 201
2026
Q1 		$690K Buy
6,105
+59
+1% +$7.1K 0.05% 216
2025
Q4 		$745K Buy
+6,046
New +$740K 0.04% 227
2023
Q2 		– Sell
-42,705
Closed -$2.73M – 324
2023
Q1 		$2.73M Sell
42,705
-26,484
-38% -$1.62M 0.39% 57
2022
Q4 		$4.05M Buy
69,189
+2
+0% +$120 0.64% 29
2022
Q3 		$4M Sell
69,187
-10,944
-14% -$711K 0.69% 28
2022
Q2 		$5.61M Buy
80,131
+1
+0% +$66 0.87% 22
2022
Q1 		$6.12M Sell
80,130
-20,390
-20% -$1.53M 0.92% 22
2021
Q4 		$8.41M Sell
100,520
-2,822
-3% -$227K 0.94% 17
2021
Q3 		$7.64M Sell
103,342
-5,680
-5% -$433K 0.99% 22
2021
Q2 		$7.93M Sell
109,022
-5,232
-5% -$362K 0.88% 21
2021
Q1 		$7.44M Sell
114,254
-1,871
-2% -$121K 0.73% 24
2020
Q4 		$7.41M Sell
116,125
-12,203
-10% -$740K 0.66% 28
2020
Q3 		$7.41M Buy
128,328
+102,916
+405% +$5.83M 0.67% 27
2020
Q2 		$1.32M Sell
25,412
-4,456
-15% -$214K 0.14% 84
2020
Q1 		$1.23M Buy
29,868
+632
+2% +$29.9K 0.16% 72
2019
Q4 		$1.42M Buy
29,236
+892
+3% +$41.3K 0.15% 70
2019
Q3 		$1.28M Sell
28,344
-160
-0.6% -$7.24K 0.16% 64
2019
Q2 		$1.28M Sell
28,504
-900
-3% -$39.6K 0.15% 63
2019
Q1 		$1.27M Buy
29,404
+7,136
+32% +$292K 0.15% 59
2018
Q4 		$839K Buy
22,268
+2,444
+12% +$98.9K 0.11% 67
2018
Q3 		$878K Buy
+19,824
New +$852K 0.11% 60

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Keel Point's IVW Position: Q2 2026 in Review

Keel Point increased its iShares S&P 500 Growth ETF (IVW) stake by 0.08% in Q2 2026, buying an estimated $660 and bringing the position to 6,110 shares worth $840K. The position accounts for 0.05% of the portfolio, ranked #201.

Keel Point first reported a position in IVW in Q3 2018 and has held it in 22 quarters since. The position peaked at $8.41M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Keel Point held 6,110 shares of iShares S&P 500 Growth ETF worth $840K as of Q2 2026.
  • Keel Point bought 5 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $660.
  • iShares S&P 500 Growth ETF made up 0.05% of Keel Point's portfolio in Q2 2026, its #201 holding.
  • Keel Point first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 22 quarters since.
  • Keel Point's iShares S&P 500 Growth ETF position peaked at $8.41M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.