Twelve Points Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Twelve Points Wealth Management’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	-1,705	Closed	-$213K	–	209
2025 Q4	$213K	Sell	1,705 -264	-13%	-$32.3K	0.05%	184
2025 Q3	$238K	Sell	1,969 -351	-15%	-$40.4K	0.06%	172
2025 Q2	$255K	Hold	2,320	–	–	0.07%	163
2025 Q1	$215K	Hold	2,320	–	–	0.06%	163
2024 Q4	$236K	Sell	2,320 -55	-2%	-$5.49K	0.07%	159
2024 Q3	$227K	Sell	2,375 -89	-4%	-$8.22K	0.07%	165
2024 Q2	$228K	Buy	2,464 +88	+4%	+$7.59K	0.08%	162
2024 Q1	$201K	Sell	2,376 -615	-21%	-$49.4K	0.07%	163
2023 Q4	$225K	Sell	2,991 -103	-3%	-$7.33K	0.11%	153
2023 Q3	$212K	Buy	3,094 +223	+8%	+$15.8K	0.11%	160
2023 Q2	$202K	Buy	+2,871	New	+$190K	0.11%	154
2022 Q2	–	Sell	-2,808	Closed	-$214K	–	169
2022 Q1	$214K	Hold	2,808	–	–	0.16%	167
2021 Q4	$235K	Buy	+2,808	New	+$226K	0.19%	146

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

Twelve Points Wealth Management's IVW Position: Q1 2026 in Review

Twelve Points Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 1,705 shares — an estimated $213K sold.

Twelve Points Wealth Management first reported a position in IVW in Q4 2021 and held it in 13 quarters. The position peaked at $255K in Q2 2025. 2,051 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Twelve Points Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Twelve Points Wealth Management sold 1,705 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $213K.
Twelve Points Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 13 quarters.
Twelve Points Wealth Management's iShares S&P 500 Growth ETF position peaked at $255K in Q2 2025.
2,051 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.