VisionPoint Advisory Group
IVW icon

VisionPoint Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

VisionPoint Advisory 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
Q3 		$9.9M Buy
69,671
+24,073
+53% +$3.34M 1.56% 10
2026
Q2 		$6.27M Buy
45,598
+36,999
+430% +$4.89M 1.02% 19
2026
Q1 		$973K Buy
+8,599
New +$1.03M 0.18% 122
2024
Q3 		– Sell
-110
Closed -$10.2K – 511
2024
Q2 		$10.2K Sell
110
-461
-81% -$39.7K ﹤0.01% 493
2024
Q1 		$48.2K Sell
571
-212
-27% -$17K 0.02% 270
2023
Q4 		$58.8K Sell
783
-50
-6% -$3.56K 0.02% 225
2023
Q3 		$57K Sell
833
-1,957
-70% -$138K 0.02% 240
2023
Q2 		$197K Buy
+2,790
New +$184K 0.08% 133

Other funds holding IVW

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

VisionPoint Advisory Group's IVW Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 53% in Q3 2026, buying an estimated $3.34M and bringing the position to 69,671 shares worth $9.9M. The position accounts for 1.56% of the portfolio, ranked #10.

VisionPoint Advisory Group first reported a position in IVW in Q2 2023 and has held it in 8 quarters since. 492 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • VisionPoint Advisory Group held 69,671 shares of iShares S&P 500 Growth ETF worth $9.9M as of Q3 2026.
  • VisionPoint Advisory Group bought 24,073 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $3.34M.
  • iShares S&P 500 Growth ETF made up 1.56% of VisionPoint Advisory Group's portfolio in Q3 2026, its #10 holding.
  • VisionPoint Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 8 quarters since.
  • 492 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.