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

Gallacher Capital 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
Q2 		$5.82M Sell
42,293
-6,297
-13% -$832K 3.26% 2
2026
Q1 		$5.5M Sell
48,590
-2,964
-6% -$356K 2.11% 5
2025
Q4 		$6.35M Buy
51,554
+357
+0.7% +$43.7K 2.46% 5
2025
Q3 		$6.18M Buy
51,197
+1,952
+4% +$225K 2.44% 4
2025
Q2 		$5.42M Sell
49,245
-3,914
-7% -$387K 2.51% 5
2025
Q1 		$4.93M Sell
53,159
-549
-1% -$55.3K 2.4% 6
2024
Q4 		$5.45M Sell
53,708
-4,786
-8% -$477K 2.71% 4
2024
Q3 		$5.6M Buy
58,494
+6
+0% +$554 2.57% 5
2024
Q2 		$5.41M Sell
58,488
-614
-1% -$52.9K 2.85% 4
2024
Q1 		$4.99M Buy
59,102
+931
+2% +$74.8K 2.53% 5
2023
Q4 		$4.37M Sell
58,171
-4,889
-8% -$348K 2.44% 6
2023
Q3 		$4.31M Sell
63,060
-110
-0.2% -$7.78K 2.69% 6
2023
Q2 		$4.45M Sell
63,170
-117
-0.2% -$7.74K 2.57% 4
2023
Q1 		$4.04M Sell
63,287
-3,020
-5% -$185K 2.43% 4
2022
Q4 		$3.88M Buy
+66,307
New +$3.98M 2.35% 5

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Gallacher Capital Management's IVW Position: Q2 2026 in Review

Gallacher Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q2 2026, selling an estimated $832K and leaving 42,293 shares worth $5.82M. The position accounts for 3.26% of the portfolio, ranked #2.

Gallacher Capital Management first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.35M in Q4 2025. 620 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Gallacher Capital Management held 42,293 shares of iShares S&P 500 Growth ETF worth $5.82M as of Q2 2026.
  • Gallacher Capital Management sold 6,297 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $832K.
  • iShares S&P 500 Growth ETF made up 3.26% of Gallacher Capital Management's portfolio in Q2 2026, its #2 holding.
  • Gallacher Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Gallacher Capital Management's iShares S&P 500 Growth ETF position peaked at $6.35M in Q4 2025.
  • 620 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.