Vantage Point Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vantage Point Financial’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	$2.36M	Buy	17,132 +1,488	+10%	+$196K	0.72%	34
2026 Q1	$1.77M	Buy	15,644 +3,745	+31%	+$450K	0.62%	32
2025 Q4	$1.47M	Buy	11,899 +6,958	+141%	+$852K	0.52%	38
2025 Q3	$596K	Buy	4,941 +607	+14%	+$69.8K	0.23%	77
2025 Q2	$477K	Buy	4,334 +1,390	+47%	+$138K	0.21%	80
2025 Q1	$273K	Buy	+2,944	New	+$297K	0.14%	101

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

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

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

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

Vantage Point Financial's IVW Position: Q2 2026 in Review

Vantage Point Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 9.5% in Q2 2026, buying an estimated $196K and bringing the position to 17,132 shares worth $2.36M. The position accounts for 0.72% of the portfolio, ranked #34.

Vantage Point Financial first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Vantage Point Financial held 17,132 shares of iShares S&P 500 Growth ETF worth $2.36M as of Q2 2026.
Vantage Point Financial bought 1,488 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $196K.
iShares S&P 500 Growth ETF made up 0.72% of Vantage Point Financial's portfolio in Q2 2026, its #34 holding.
Vantage Point Financial first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.