Spirepoint Private Client’s iShares S&P 500 Growth ETF IVW Stock Holding History

Spirepoint Private Client’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	$3.83M	Hold	27,829	–	–	0.31%	60
2026 Q1	$3.15M	Sell	27,829 -408	-1%	-$49.1K	0.3%	64
2025 Q4	$3.48M	Sell	28,237 -31	-0.1%	-$3.79K	0.33%	58
2025 Q3	$3.41M	Buy	28,268 +284	+1%	+$32.7K	0.36%	64
2025 Q2	$3.08M	Sell	27,984 -3,000	-10%	-$297K	0.35%	65
2025 Q1	$2.88M	Hold	30,984	–	–	0.38%	60
2024 Q4	$3.15M	Hold	30,984	–	–	0.39%	57
2024 Q3	$2.97M	Hold	30,984	–	–	0.39%	59
2024 Q2	$2.87M	Sell	30,984 -10,378	-25%	-$895K	0.41%	54
2024 Q1	$3.49M	Buy	+41,362	New	+$3.32M	0.53%	45

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

Spirepoint Private Client's IVW Position: Q2 2026 in Review

Spirepoint Private Client held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 27,829 shares worth $3.83M. The position accounts for 0.31% of the portfolio, ranked #60.

Spirepoint Private Client first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Spirepoint Private Client held 27,829 shares of iShares S&P 500 Growth ETF worth $3.83M as of Q2 2026.
Spirepoint Private Client left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.31% of Spirepoint Private Client's portfolio in Q2 2026, its #60 holding.
Spirepoint Private Client first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.