CGC Financial Services
IVW icon

CGC Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

CGC Financial Services’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 		$48.7M Sell
342,313
-623
-0.2% -$86.4K 10.8% 3
2026
Q2 		$47.2M Sell
342,936
-4,353
-1% -$575K 10.61% 4
2026
Q1 		$39.3M Buy
347,289
+8,961
+3% +$1.08M 11.35% 4
2025
Q4 		$41.7M Buy
338,328
+2,473
+0.7% +$303K 11.16% 4
2025
Q3 		$40.5M Buy
+335,855
New +$38.6M 11.18% 4

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

CGC Financial Services's IVW Position: Q3 2026 in Review

CGC Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.18% in Q3 2026, selling an estimated $86.4K and leaving 342,313 shares worth $48.7M. The position accounts for 10.8% of the portfolio, ranked #3.

CGC Financial Services first reported a position in IVW in Q3 2025 and has held it in 5 quarters since. 1,504 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • CGC Financial Services held 342,313 shares of iShares S&P 500 Growth ETF worth $48.7M as of Q3 2026.
  • CGC Financial Services sold 623 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $86.4K.
  • iShares S&P 500 Growth ETF made up 10.8% of CGC Financial Services's portfolio in Q3 2026, its #3 holding.
  • CGC Financial Services first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,504 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.