G&S Capital
IVW icon

G&S Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

G&S Capital’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 		$4.55M Sell
31,964
-1,995
-6% -$277K 1.32% 17
2026
Q2 		$4.67M Buy
+33,959
New +$4.48M 1.35% 15

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

G&S Capital's IVW Position: Q3 2026 in Review

G&S Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.9% in Q3 2026, selling an estimated $277K and leaving 31,964 shares worth $4.55M. The position accounts for 1.32% of the portfolio, ranked #17.

G&S Capital first reported a position in IVW in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.67M in Q2 2026. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • G&S Capital held 31,964 shares of iShares S&P 500 Growth ETF worth $4.55M as of Q3 2026.
  • G&S Capital sold 1,995 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $277K.
  • iShares S&P 500 Growth ETF made up 1.32% of G&S Capital's portfolio in Q3 2026, its #17 holding.
  • G&S Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • G&S Capital's iShares S&P 500 Growth ETF position peaked at $4.67M in Q2 2026.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on G&S Capital's 13F filing for Q3 2026, filed 23 Oct 2026.