Financial Gravity Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Financial Gravity Asset Management’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	$9.16K	Hold	81	–	–	﹤0.01%	590
2025 Q4	$9.98K	Hold	81	–	–	﹤0.01%	488
2025 Q3	$9.78K	Buy	+81	New	+$9.32K	﹤0.01%	577
2025 Q1	$7.52K	Buy	+81	New	+$8.17K	﹤0.01%	659
2024 Q2	$7.5K	Buy	+81	New	+$6.98K	﹤0.01%	541
2023 Q3	–	Sell	-145	Closed	-$10	–	1510
2023 Q2	$10	Buy	+145	New	+$9.59K	﹤0.01%	1532

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Gravity Asset Management's IVW Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 81 shares worth $9.16K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Financial Gravity Asset Management first reported a position in IVW in Q2 2023 and has held it in 6 quarters since. The position peaked at $9.98K in Q4 2025. 2,048 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Financial Gravity Asset Management held 81 shares of iShares S&P 500 Growth ETF worth $9.16K as of Q1 2026.
Financial Gravity Asset Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #590 holding.
Financial Gravity Asset Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 6 quarters since.
Financial Gravity Asset Management's iShares S&P 500 Growth ETF position peaked at $9.98K in Q4 2025.
2,048 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.