Waypoint Wealth Counsel Ishares S&P 500 Growth ETF Transaction History

Waypoint Wealth Counsel

$253 Billion
Q3 2025

A detailed history of Waypoint Wealth Counsel transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 28,656 shares of IVW stock, worth $3.47 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

28,656

Previous 27,414 4.53%

Holding current value

$3.47 Million

Previous $3.02 Billion 14.61%

% of portfolio

1.37%

Previous 1.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$108.97 - $121.65 $135,340 - $151,089	1,242 Added 4.53%	28,656 $3.46 Billion
Q2 2025 Jul 25, 2025	BUY	$82.96 - $110.1 $8,544 - $11,340	103 Added 0.38%	27,414 $3.02 Billion
Q1 2025 Apr 23, 2025	BUY	$92.45 - $106.69 $2,681 - $3,094	29 Added 0.11%	27,311 $2.54 Billion
Q4 2024 Jan 22, 2025	BUY	$94.43 - $105.47 $9,348 - $10,441	99 Added 0.36%	27,282 $2.77 Billion
Q3 2024 Oct 04, 2024	BUY	$84.77 - $97.13 $7,035 - $8,061	83 Added 0.31%	27,183 $2.6 Billion

Q2 2024 Jul 19, 2024	BUY	$79.31 - $93.31 $1,744 - $2,052	22 Added 0.08%	27,100 $2.51 Billion
Q1 2024 Apr 12, 2024	BUY	$72.87 - $85.14 $20,695 - $24,179	284 Added 1.06%	27,078 $2.29 Billion
Q4 2023 Apr 03, 2024	BUY	$65.78 - $75.4 $11,840 - $13,572	180 Added 0.68%	26,794 $2.01 Billion
Q3 2023 Apr 03, 2024	SELL	$68.05 - $72.66 $121,060 - $129,262	-1,779 Reduced 6.27%	26,614 $1.82 Billion
Q2 2023 Apr 02, 2024	SELL	$63.21 - $70.48 $292,030 - $325,617	-4,620 Reduced 13.99%	28,393 $2 Billion
Q1 2023 Apr 04, 2024	BUY	$57.25 - $63.89 $86,676 - $96,729	1,514 Added 5.65%	28,308 $1.81 Billion
Q4 2022 Mar 22, 2024	BUY	$56.73 - $63.56 $1.87 Million - $2.1 Million	33,013 New	33,013 $1.93 Billion

Others Institutions Holding IVW

# of Institutions

2,174

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Waypoint Wealth Counsel Ishares S&P 500 Growth ETF Transaction History