Landing Point Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Landing Point Financial Group’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	$566K	Buy	5,006 +1,826	+57%	+$220K	0.27%	45
2025 Q4	$392K	Hold	3,180	–	–	0.2%	54
2025 Q3	$384K	Hold	3,180	–	–	0.2%	54
2025 Q2	$350K	Hold	3,180	–	–	0.22%	49
2025 Q1	$295K	Hold	3,180	–	–	0.22%	51
2024 Q4	$334K	Buy	+3,180	New	+$317K	0.25%	44

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

Landing Point Financial Group's IVW Position: Q1 2026 in Review

Landing Point Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 57% in Q1 2026, buying an estimated $220K and bringing the position to 5,006 shares worth $566K. The position accounts for 0.27% of the portfolio, ranked #45.

Landing Point Financial Group first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Landing Point Financial Group held 5,006 shares of iShares S&P 500 Growth ETF worth $566K as of Q1 2026.
Landing Point Financial Group bought 1,826 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $220K.
iShares S&P 500 Growth ETF made up 0.27% of Landing Point Financial Group's portfolio in Q1 2026, its #45 holding.
Landing Point Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Landing Point Financial Group's 13F filing for Q1 2026, filed 5 May 2026.