TPI
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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
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

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trust Point Inc's IVW Position: Q2 2026 in Review

Trust Point Inc reduced its iShares S&P 500 Growth ETF (IVW) stake by 7% in Q2 2026, selling an estimated $1.4M and leaving 141,130 shares worth $19.4M. The position accounts for 1.65% of the portfolio, ranked #9.

Trust Point Inc first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Trust Point Inc held 141,130 shares of iShares S&P 500 Growth ETF worth $19.4M as of Q2 2026.
  • Trust Point Inc sold 10,620 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.4M.
  • iShares S&P 500 Growth ETF made up 1.65% of Trust Point Inc's portfolio in Q2 2026, its #9 holding.
  • Trust Point Inc first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.