Towerpoint Wealth
IVW icon

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
Q3 		$2.15M Sell
15,130
-223
-1% -$30.9K 0.76% 27
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

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Towerpoint Wealth's IVW Position: Q3 2026 in Review

Towerpoint Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q3 2026, selling an estimated $30.9K and leaving 15,130 shares worth $2.15M. The position accounts for 0.76% of the portfolio, ranked #27.

Towerpoint Wealth first reported a position in IVW in Q1 2025 and has held it in 7 quarters since. 1,061 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Towerpoint Wealth held 15,130 shares of iShares S&P 500 Growth ETF worth $2.15M as of Q3 2026.
  • Towerpoint Wealth sold 223 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $30.9K.
  • iShares S&P 500 Growth ETF made up 0.76% of Towerpoint Wealth's portfolio in Q3 2026, its #27 holding.
  • Towerpoint Wealth first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • 1,061 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.