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Strategic Point Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Strategic Point Investment 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
2026
Q2 		$425K Buy
3,088
+248
+9% +$32.7K 0.06% 29
2026
Q1 		$321K Hold
2,840
– – 0.05% 29
2025
Q4 		$350K Sell
2,840
-40
-1% -$4.9K 0.05% 30
2025
Q3 		$348K Hold
2,880
– – 0.05% 30
2025
Q2 		$317K Hold
2,880
– – 0.05% 30
2025
Q1 		$267K Hold
2,880
– – 0.04% 30
2024
Q4 		$292K Sell
2,880
-490
-15% -$48.9K 0.05% 30
2024
Q3 		$323K Hold
3,370
– – 0.05% 29
2024
Q2 		$312K Sell
3,370
-215
-6% -$18.5K 0.06% 29
2024
Q1 		$303K Sell
3,585
-60
-2% -$4.82K 0.05% 29
2023
Q4 		$274K Sell
3,645
-220
-6% -$15.7K 0.05% 30
2023
Q3 		$264K Sell
3,865
-260
-6% -$18.4K 0.06% 32
2023
Q2 		$291K Sell
4,125
-15
-0.4% -$992 0.06% 31
2023
Q1 		$266K Sell
4,140
-6,330
-60% -$387K 0.06% 27
2022
Q4 		$613K Hold
10,470
– – 0.15% 27
2022
Q3 		$606K Sell
10,470
-50
-0.5% -$3.25K 0.17% 26
2022
Q2 		$635K Sell
10,520
-485
-4% -$32.1K 0.18% 23
2022
Q1 		$841K Sell
11,005
-80
-0.7% -$6.01K 0.19% 23
2021
Q4 		$928K Sell
11,085
-105
-0.9% -$8.46K 0.21% 21
2021
Q3 		$827K Sell
11,190
-612
-5% -$46.7K 0.2% 21
2021
Q2 		$858K Sell
11,802
-660
-5% -$45.7K 0.21% 21
2021
Q1 		$811K Sell
12,462
-60
-0.5% -$3.88K 0.21% 20
2020
Q4 		$813K Sell
12,522
-242
-2% -$14.7K 0.23% 20
2020
Q3 		$737K Sell
12,764
-180
-1% -$10.2K 0.23% 18
2020
Q2 		$714K Sell
12,944
-320
-2% -$15.3K 0.23% 18
2020
Q1 		$547K Sell
13,264
-1,316
-9% -$62.2K 0.23% 20
2019
Q4 		$705K Sell
14,580
-520
-3% -$24.1K 0.26% 21
2019
Q3 		$679K Sell
15,100
-300
-2% -$13.6K 0.27% 18
2019
Q2 		$690K Sell
15,400
-5,120
-25% -$225K 0.29% 16
2019
Q1 		$884K Sell
20,520
-3,240
-14% -$133K 0.4% 16
2018
Q4 		$895K Buy
23,760
+1,184
+5% +$47.9K 0.42% 16
2018
Q3 		$999 Buy
22,576
+2,836
+14% +$122K 0.02% 17
2018
Q2 		$802K Buy
19,740
+1,060
+6% +$42.6K 0.31% 17
2018
Q1 		$724K Sell
18,680
-720
-4% -$28.7K 0.3% 18
2017
Q4 		$740K Buy
19,400
+9,420
+94% +$352K 0.29% 18
2017
Q3 		$357K Buy
9,980
+3,520
+54% +$124K 0.13% 19
2017
Q2 		$221K Buy
+6,460
New +$219K 0.09% 19

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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

Strategic Point Investment Advisors's IVW Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 8.7% in Q2 2026, buying an estimated $32.7K and bringing the position to 3,088 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #29.

Strategic Point Investment Advisors first reported a position in IVW in Q2 2017 and has held it in 37 quarters since. The position peaked at $928K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Strategic Point Investment Advisors held 3,088 shares of iShares S&P 500 Growth ETF worth $425K as of Q2 2026.
  • Strategic Point Investment Advisors bought 248 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $32.7K.
  • iShares S&P 500 Growth ETF made up 0.06% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Strategic Point Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 37 quarters since.
  • Strategic Point Investment Advisors's iShares S&P 500 Growth ETF position peaked at $928K in Q4 2021.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.