Whalerock Point Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Whalerock Point Partners’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	$388K	Buy	3,426 +780	+29%	+$93.8K	0.07%	139
2025 Q4	$326K	Hold	2,646	–	–	0.06%	147
2025 Q3	$319K	Hold	2,646	–	–	0.06%	141
2025 Q2	$291K	Hold	2,646	–	–	0.06%	153
2025 Q1	$246K	Hold	2,646	–	–	0.06%	167
2024 Q4	$269K	Hold	2,646	–	–	0.06%	157
2024 Q3	$253K	Hold	2,646	–	–	0.06%	165
2024 Q2	$245K	Hold	2,646	–	–	0.07%	147
2024 Q1	$223K	Buy	+2,646	New	+$213K	0.06%	161

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Whalerock Point Partners's IVW Position: Q1 2026 in Review

Whalerock Point Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 29% in Q1 2026, buying an estimated $93.8K and bringing the position to 3,426 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #139.

Whalerock Point Partners first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Whalerock Point Partners held 3,426 shares of iShares S&P 500 Growth ETF worth $388K as of Q1 2026.
Whalerock Point Partners bought 780 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $93.8K.
iShares S&P 500 Growth ETF made up 0.07% of Whalerock Point Partners's portfolio in Q1 2026, its #139 holding.
Whalerock Point Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.