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

Gallagher Capital Advisors’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	$20.7M	Buy	+150,529	New	+$19.9M	11.83%	1
2026 Q1	–	Sell	-160,301	Closed	-$19.8M	–	72
2025 Q4	$19.8M	Sell	160,301 -7,999	-5%	-$979K	12.77%	1
2025 Q3	$21.1M	Buy	168,300 +68,000	+68%	+$7.82M	12.12%	1
2025 Q2	$11.4M	Sell	100,300 -71,214	-42%	-$7.05M	9.24%	1
2025 Q1	$15.9M	Sell	171,514 -2,450	-1%	-$247K	12.13%	1
2024 Q4	$17.7M	Buy	+173,964	New	+$17.4M	12.87%	1

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

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

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

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

Gallagher Capital Advisors's IVW Position: Q2 2026 in Review

Gallagher Capital Advisors opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 150,529 shares worth $20.7M. The stake represents 11.83% of the portfolio and ranks #1 among its holdings. This is a return to the name: Gallagher Capital Advisors previously reported a position in IVW as recently as Q4 2025.

Gallagher Capital Advisors first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.1M in Q3 2025. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Gallagher Capital Advisors held 150,529 shares of iShares S&P 500 Growth ETF worth $20.7M as of Q2 2026.
iShares S&P 500 Growth ETF was a new Gallagher Capital Advisors position in Q2 2026.
iShares S&P 500 Growth ETF made up 11.83% of Gallagher Capital Advisors's portfolio in Q2 2026, its #1 holding.
Gallagher Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Gallagher Capital Advisors's iShares S&P 500 Growth ETF position peaked at $21.1M in Q3 2025.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.