VAG
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
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

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
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

VisionPoint Advisory Group's IVW Position: Q2 2026 in Review

VisionPoint Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 430% in Q2 2026, buying an estimated $4.89M and bringing the position to 45,598 shares worth $6.27M. The position accounts for 1.02% of the portfolio, ranked #19.

VisionPoint Advisory Group first reported a position in IVW in Q2 2023 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • VisionPoint Advisory Group held 45,598 shares of iShares S&P 500 Growth ETF worth $6.27M as of Q2 2026.
  • VisionPoint Advisory Group bought 36,999 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.89M.
  • iShares S&P 500 Growth ETF made up 1.02% of VisionPoint Advisory Group's portfolio in Q2 2026, its #19 holding.
  • VisionPoint Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 7 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.