Pointe Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pointe Capital Management’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	$228K	Buy	+1,656	New	+$219K	0.1%	150
2026 Q1	–	Sell	-1,656	Closed	-$204K	–	160
2025 Q4	$204K	Buy	+1,656	New	+$203K	0.1%	150
2023 Q2	–	Sell	-928	Closed	-$59.3K	–	273
2023 Q1	$59.3K	Buy	+928	New	+$56.7K	0.04%	221
2017 Q1	–	Sell	-83,000	Closed	-$2.53M	–	184
2016 Q4	$2.53M	Buy	+83,000	New	+$2.51M	1.44%	19

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

Pointe Capital Management's IVW Position: Q2 2026 in Review

Pointe Capital Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,656 shares worth $228K. The stake represents 0.1% of the portfolio and ranks #150 among its holdings. This is a return to the name: Pointe Capital Management previously reported a position in IVW as recently as Q4 2025.

Pointe Capital Management first reported a position in IVW in Q4 2016 and has held it in 4 quarters since. The position peaked at $2.53M in Q4 2016. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Pointe Capital Management held 1,656 shares of iShares S&P 500 Growth ETF worth $228K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Pointe Capital Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.1% of Pointe Capital Management's portfolio in Q2 2026, its #150 holding.
Pointe Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 4 quarters since.
Pointe Capital Management's iShares S&P 500 Growth ETF position peaked at $2.53M in Q4 2016.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Pointe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.