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

Single Point Partners’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	$979K	Hold	7,121	–	–	0.17%	37
2026 Q1	$805K	Hold	7,121	–	–	0.16%	43
2025 Q4	$878K	Sell	7,121 -177	-2%	-$21.7K	0.17%	42
2025 Q3	$881K	Sell	7,298 -51	-0.7%	-$5.87K	0.18%	40
2025 Q2	$809K	Hold	7,349	–	–	0.18%	42
2025 Q1	$682K	Sell	7,349 -169	-2%	-$17K	0.16%	45
2024 Q4	$763K	Buy	+7,518	New	+$750K	0.18%	43
2024 Q2	–	Sell	-8,410	Closed	-$710K	–	52
2024 Q1	$710K	Hold	8,410	–	–	0.16%	44
2023 Q4	$632K	Sell	8,410 -215	-2%	-$15.3K	0.16%	44
2023 Q3	$592K	Buy	+8,625	New	+$610K	0.16%	40
2023 Q2	–	Sell	-9,647	Closed	-$616K	–	107
2023 Q1	$616K	Buy	9,647 +1	+0%	+$61	0.13%	61
2022 Q4	$564K	Hold	9,646	–	–	0.14%	65
2022 Q3	$558K	Hold	9,646	–	–	0.15%	60
2022 Q2	$582K	Sell	9,646 -28,754	-75%	-$1.9M	0.16%	55
2022 Q1	$2.93M	Buy	38,400 +28,589	+291%	+$2.15M	0.75%	24
2021 Q4	$821K	Buy	+9,811	New	+$790K	0.22%	38
2021 Q3	–	Sell	-9,840	Closed	-$716K	–	55
2021 Q2	$716K	Hold	9,840	–	–	0.25%	30
2021 Q1	$650K	Sell	9,840 -84	-0.8%	-$5.43K	0.24%	34
2020 Q4	$633K	Sell	9,924 -24	-0.2%	-$1.46K	0.29%	35
2020 Q3	$575K	Hold	9,948	–	–	0.31%	33
2020 Q2	$516K	Sell	9,948 -196	-2%	-$9.4K	0.3%	35
2020 Q1	$419K	Buy	10,144 +1,868	+23%	+$88.3K	0.29%	38
2019 Q4	$401K	Buy	+8,276	New	+$384K	0.24%	37

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Single Point Partners's IVW Position: Q2 2026 in Review

Single Point Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 7,121 shares worth $979K. The position accounts for 0.17% of the portfolio, ranked #37.

Single Point Partners first reported a position in IVW in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.93M in Q1 2022. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Single Point Partners held 7,121 shares of iShares S&P 500 Growth ETF worth $979K as of Q2 2026.
Single Point Partners left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.17% of Single Point Partners's portfolio in Q2 2026, its #37 holding.
Single Point Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 23 quarters since.
Single Point Partners's iShares S&P 500 Growth ETF position peaked at $2.93M in Q1 2022.
1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.