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Waypoint Wealth Counsel’s iShares S&P 500 Growth ETF IVW Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-2,995
Closed -$339K – 191
2026
Q1 		$339K Sell
2,995
-25,587
-90% -$3.08M 0.18% 122
2025
Q4 		$3.52M Sell
28,582
-74
-0.3% -$9.06K 1.29% 15
2025
Q3 		$3.46M Buy
28,656
+1,242
+5% +$143K 1.37% 14
2025
Q2 		$3.02M Buy
27,414
+103
+0.4% +$10.2K 1.5% 15
2025
Q1 		$2.54M Buy
27,311
+29
+0.1% +$2.92K 1.59% 15
2024
Q4 		$2.77M Buy
27,282
+99
+0.4% +$9.88K 1.81% 14
2024
Q3 		$2.6M Buy
27,183
+83
+0.3% +$7.66K 1.75% 13
2024
Q2 		$2.51M Buy
27,100
+22
+0.1% +$1.9K 1.92% 13
2024
Q1 		$2.29M Buy
27,078
+284
+1% +$22.8K 1.76% 13
2023
Q4 		$2.01M Buy
26,794
+180
+0.7% +$12.8K 1.71% 13
2023
Q3 		$1.82M Sell
26,614
-1,779
-6% -$126K 1.72% 15
2023
Q2 		$2M Buy
28,393
+85
+0.3% +$5.62K 1.79% 15
2023
Q1 		$1.81M Sell
28,308
-4,705
-14% -$288K 1.4% 17
2022
Q4 		$1.93M Buy
+33,013
New +$1.98M 1.56% 17

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Waypoint Wealth Counsel's IVW Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 2,995 shares — an estimated $339K sold.

Waypoint Wealth Counsel first reported a position in IVW in Q4 2022 and held it in 14 quarters. The position peaked at $3.52M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,995 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $339K.
  • Waypoint Wealth Counsel first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and held it in 14 quarters.
  • Waypoint Wealth Counsel's iShares S&P 500 Growth ETF position peaked at $3.52M in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.