Running Point Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Running Point Capital Advisors’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
2025 Q4	$404K	Hold	3,275	–	–	0.11%	95
2025 Q3	$395K	Hold	3,275	–	–	0.11%	96
2025 Q2	$361K	Hold	3,275	–	–	0.1%	98
2025 Q1	$304K	Buy	+3,275	New	+$330K	0.1%	99

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

Running Point Capital Advisors's IVW Position: Q4 2025 in Review

Running Point Capital Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2025 at 3,275 shares worth $404K. The position accounts for 0.11% of the portfolio, ranked #95.

Running Point Capital Advisors first reported a position in IVW in Q1 2025 and has held it in 4 quarters since. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Running Point Capital Advisors held 3,275 shares of iShares S&P 500 Growth ETF worth $404K as of Q4 2025.
Running Point Capital Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q4 2025.
iShares S&P 500 Growth ETF made up 0.11% of Running Point Capital Advisors's portfolio in Q4 2025, its #95 holding.
Running Point Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 4 quarters since.
2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.