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Towerpoint Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Towerpoint Wealth’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 		$2.11M Sell
15,353
-168
-1% -$22.2K 0.73% 29
2026
Q1 		$1.76M Sell
15,521
-44
-0.3% -$5.29K 0.71% 30
2025
Q4 		$1.92M Buy
15,565
+239
+2% +$29.3K 0.76% 28
2025
Q3 		$1.85M Sell
15,326
-1,372
-8% -$158K 0.76% 29
2025
Q2 		$1.84M Buy
16,698
+3,756
+29% +$372K 0.81% 27
2025
Q1 		$1.2M Buy
+12,942
New +$1.3M 0.6% 31

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
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Towerpoint Wealth's IVW Position: Q2 2026 in Review

Towerpoint Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q2 2026, selling an estimated $22.2K and leaving 15,353 shares worth $2.11M. The position accounts for 0.73% of the portfolio, ranked #29.

Towerpoint Wealth first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Towerpoint Wealth held 15,353 shares of iShares S&P 500 Growth ETF worth $2.11M as of Q2 2026.
  • Towerpoint Wealth sold 168 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $22.2K.
  • iShares S&P 500 Growth ETF made up 0.73% of Towerpoint Wealth's portfolio in Q2 2026, its #29 holding.
  • Towerpoint Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.