SP
IVW icon

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

Stablepoint 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 		$3.27M Buy
23,800
+573
+2% +$75.7K 0.45% 76
2026
Q1 		$2.63M Buy
23,227
+1,477
+7% +$178K 0.39% 82
2025
Q4 		$2.68M Buy
21,750
+139
+0.6% +$17K 0.42% 75
2025
Q3 		$2.61M Buy
21,611
+349
+2% +$40.1K 0.41% 76
2025
Q2 		$2.34M Buy
21,262
+368
+2% +$36.4K 0.4% 81
2025
Q1 		$1.94M Sell
20,894
-548
-3% -$55.2K 0.35% 85
2024
Q4 		$2.18M Sell
21,442
-220
-1% -$21.9K 0.4% 83
2024
Q3 		$2.07M Sell
21,662
-934
-4% -$86.2K 0.38% 85
2024
Q2 		$2.03M Buy
22,596
+1,162
+5% +$100K 0.39% 80
2024
Q1 		$1.81M Buy
21,434
+6,822
+47% +$548K 0.37% 84
2023
Q4 		$1.1M Buy
+14,612
New +$1.04M 0.28% 100

Other funds holding IVW

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Stablepoint Partners's IVW Position: Q2 2026 in Review

Stablepoint Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 2.5% in Q2 2026, buying an estimated $75.7K and bringing the position to 23,800 shares worth $3.27M. The position accounts for 0.45% of the portfolio, ranked #76.

Stablepoint Partners first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Stablepoint Partners held 23,800 shares of iShares S&P 500 Growth ETF worth $3.27M as of Q2 2026.
  • Stablepoint Partners bought 573 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $75.7K.
  • iShares S&P 500 Growth ETF made up 0.45% of Stablepoint Partners's portfolio in Q2 2026, its #76 holding.
  • Stablepoint Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.