Turning Point Benefit Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Turning Point Benefit Group’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	–	Sell	-229	Closed	-$28.2K	–	449
2025 Q4	$28.2K	Hold	229	–	–	0.01%	174
2025 Q3	$27.8K	Buy	+229	New	+$26.3K	0.02%	169
2025 Q1	–	Sell	-14,922	Closed	-$1.5M	–	70
2024 Q4	$1.5M	Buy	+14,922	New	+$1.49M	1.43%	11

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Turning Point Benefit Group's IVW Position: Q1 2026 in Review

Turning Point Benefit Group sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 229 shares — an estimated $28.2K sold.

Turning Point Benefit Group first reported a position in IVW in Q4 2024 and held it in 3 quarters. The position peaked at $1.5M in Q4 2024. 2,048 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Turning Point Benefit Group reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 229 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $28.2K.
Turning Point Benefit Group first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 3 quarters.
Turning Point Benefit Group's iShares S&P 500 Growth ETF position peaked at $1.5M in Q4 2024.
2,048 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.