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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.92K Buy
+81
New +$8.02K ﹤0.01% 601
2024
Q4
$8.22K Hold
81
﹤0.01% 603
2024
Q3
$7.76K Buy
+81
New +$7.48K ﹤0.01% 390
2018
Q1
Sell
-448
Closed -$18K 1520
2017
Q4
$18K Buy
+448
New +$16.7K 0.02% 494

Other funds holding IVW

Financial Gravity Companies's IVW Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2025: 81 shares worth $8.92K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IVW as recently as Q4 2024.

Financial Gravity Companies first reported a position in IVW in Q4 2017 and has held it in 4 quarters since. The position peaked at $18K in Q4 2017. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Financial Gravity Companies held 81 shares of iShares S&P 500 Growth ETF worth $8.92K as of Q2 2025.
  • iShares S&P 500 Growth ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #601 holding.
  • Financial Gravity Companies first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's iShares S&P 500 Growth ETF position peaked at $18K in Q4 2017.
  • 1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.