Trust Point Inc
IVW icon

Trust Point Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

Trust Point Inc’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 		$20.1M Hold
141,130
– – 1.5% 10
2026
Q2 		$19.4M Sell
141,130
-10,620
-7% -$1.4M 1.65% 9
2026
Q1 		$17.2M Hold
151,750
– – 1.49% 12
2025
Q4 		$18.7M Hold
151,750
– – 1.48% 10
2025
Q3 		$18.3M Hold
151,750
– – 1.48% 11
2025
Q2 		$16.7M Sell
151,750
-100
-0.1% -$9.9K 1.58% 9
2025
Q1 		$14.1M Sell
151,850
-864
-0.6% -$87.1K 1.29% 9
2024
Q4 		$15.5M Sell
152,714
-257
-0.2% -$25.6K 1.08% 11
2024
Q3 		$14.6M Buy
152,971
+320
+0.2% +$29.5K 1.1% 12
2024
Q2 		$14.1M Buy
152,651
+52
+0% +$4.48K 1.13% 12
2024
Q1 		$12.9M Hold
152,599
– – 1.01% 13
2023
Q4 		$11.5M Buy
+152,599
New +$10.9M 0.95% 13

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Trust Point Inc's IVW Position: Q3 2026 in Review

Trust Point Inc held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 141,130 shares worth $20.1M. The position accounts for 1.5% of the portfolio, ranked #10.

Trust Point Inc first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Trust Point Inc held 141,130 shares of iShares S&P 500 Growth ETF worth $20.1M as of Q3 2026.
  • Trust Point Inc left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 1.5% of Trust Point Inc's portfolio in Q3 2026, its #10 holding.
  • Trust Point Inc first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.