Galvin Gaustad & Stein’s iShares S&P 500 Growth ETF IVW Stock Holding History

Galvin Gaustad & Stein’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	$295K	Hold	2,612	–	–	0.02%	213
2025 Q4	$322K	Hold	2,612	–	–	0.03%	204
2025 Q3	$315K	Buy	2,612 +206	+9%	+$23.7K	0.03%	167
2025 Q2	$265K	Hold	2,406	–	–	0.02%	171
2025 Q1	$223K	Hold	2,406	–	–	0.02%	171
2024 Q4	$244K	Hold	2,406	–	–	0.02%	172
2024 Q3	$230K	Hold	2,406	–	–	0.02%	174
2024 Q2	$223K	Sell	2,406 -50	-2%	-$4.31K	0.02%	170
2024 Q1	$207K	Buy	+2,456	New	+$197K	0.02%	182
2023 Q1	–	Sell	-5,472	Closed	-$320K	–	167
2022 Q4	$320K	Hold	5,472	–	–	0.03%	132
2022 Q3	$317K	Sell	5,472 -730	-12%	-$47.4K	0.03%	132
2022 Q2	$374K	Hold	6,202	–	–	0.04%	130
2022 Q1	$474K	Sell	6,202 -359	-5%	-$27K	0.04%	126
2021 Q4	$549K	Sell	6,561 -75	-1%	-$6.04K	0.05%	122
2021 Q3	$490K	Sell	6,636 -351	-5%	-$26.8K	0.05%	127
2021 Q2	$508K	Hold	6,987	–	–	0.05%	134
2021 Q1	$455K	Sell	6,987 -2,269	-25%	-$147K	0.05%	136
2020 Q4	$591K	Buy	+9,256	New	+$561K	0.06%	126

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

Galvin Gaustad & Stein's IVW Position: Q1 2026 in Review

Galvin Gaustad & Stein held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,612 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #213.

Galvin Gaustad & Stein first reported a position in IVW in Q4 2020 and has held it in 18 quarters since. The position peaked at $591K in Q4 2020. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Galvin Gaustad & Stein held 2,612 shares of iShares S&P 500 Growth ETF worth $295K as of Q1 2026.
Galvin Gaustad & Stein left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #213 holding.
Galvin Gaustad & Stein first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 18 quarters since.
Galvin Gaustad & Stein's iShares S&P 500 Growth ETF position peaked at $591K in Q4 2020.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.