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 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 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

Keel Point's IVW Position: Q1 2026 in Review

Keel Point increased its iShares S&P 500 Growth ETF (IVW) stake by 0.98% in Q1 2026, buying an estimated $7.1K and bringing the position to 6,105 shares worth $690K. The position accounts for 0.05% of the portfolio, ranked #216.

Keel Point first reported a position in IVW in Q3 2018 and has held it in 21 quarters since. The position peaked at $8.41M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Keel Point held 6,105 shares of iShares S&P 500 Growth ETF worth $690K as of Q1 2026.
Keel Point bought 59 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $7.1K.
iShares S&P 500 Growth ETF made up 0.05% of Keel Point's portfolio in Q1 2026, its #216 holding.
Keel Point first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 21 quarters since.
Keel Point's iShares S&P 500 Growth ETF position peaked at $8.41M in Q4 2021.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.