SwitchPoint Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

SwitchPoint Financial Planning’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 Q1	$527K	Hold	4,656	–	–	0.36%	42
2025 Q4	$574K	Hold	4,656	–	–	0.4%	39
2025 Q3	$562K	Hold	4,656	–	–	0.41%	39
2025 Q2	$513K	Hold	4,656	–	–	0.42%	37
2025 Q1	$432K	Hold	4,656	–	–	0.41%	33
2024 Q4	$473K	Buy	+4,656	New	+$464K	0.45%	31

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

SwitchPoint Financial Planning's IVW Position: Q1 2026 in Review

SwitchPoint Financial Planning held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 4,656 shares worth $527K. The position accounts for 0.36% of the portfolio, ranked #42.

SwitchPoint Financial Planning first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $574K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

SwitchPoint Financial Planning held 4,656 shares of iShares S&P 500 Growth ETF worth $527K as of Q1 2026.
SwitchPoint Financial Planning left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.36% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #42 holding.
SwitchPoint Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
SwitchPoint Financial Planning's iShares S&P 500 Growth ETF position peaked at $574K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.