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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
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

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
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
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

CGC Financial Services's IVW Position: Q2 2026 in Review

CGC Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q2 2026, selling an estimated $575K and leaving 342,936 shares worth $47.2M. The position accounts for 10.61% of the portfolio, ranked #4.

CGC Financial Services first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • CGC Financial Services held 342,936 shares of iShares S&P 500 Growth ETF worth $47.2M as of Q2 2026.
  • CGC Financial Services sold 4,353 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $575K.
  • iShares S&P 500 Growth ETF made up 10.61% of CGC Financial Services's portfolio in Q2 2026, its #4 holding.
  • CGC Financial Services first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.