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

Gallagher Fiduciary 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 Q1	$1.11M	Buy	9,842 +382	+4%	+$45.9K	0.04%	67
2025 Q4	$1.17M	Buy	9,460 +184	+2%	+$22.5K	0.04%	89
2025 Q3	$1.12M	Sell	9,276 -471	-5%	-$54.2K	0.04%	73
2025 Q2	$1.07M	Sell	9,747 -194	-2%	-$19.2K	0.04%	72
2025 Q1	$923K	Buy	9,941 +2,064	+26%	+$208K	0.03%	94
2024 Q4	$800K	Buy	7,877 +1,186	+18%	+$118K	0.16%	76
2024 Q3	$641K	Buy	6,691 +1,553	+30%	+$143K	0.13%	91
2024 Q2	$475K	Buy	5,138 +303	+6%	+$26.1K	0.11%	107
2024 Q1	$408K	Buy	4,835 +196	+4%	+$15.7K	0.01%	124
2023 Q4	$348K	Buy	4,639 +1,113	+32%	+$79.2K	0.01%	124
2023 Q3	$241K	Buy	3,526 +153	+5%	+$10.8K	0.02%	149
2023 Q2	$238K	Buy	+3,373	New	+$223K	0.02%	186

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Gallagher Fiduciary Advisors's IVW Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 4% in Q1 2026, buying an estimated $45.9K and bringing the position to 9,842 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #67.

Gallagher Fiduciary Advisors first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Gallagher Fiduciary Advisors held 9,842 shares of iShares S&P 500 Growth ETF worth $1.11M as of Q1 2026.
Gallagher Fiduciary Advisors bought 382 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $45.9K.
iShares S&P 500 Growth ETF made up 0.04% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #67 holding.
Gallagher Fiduciary Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Gallagher Fiduciary Advisors's iShares S&P 500 Growth ETF position peaked at $1.17M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.