GGS
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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
Q3 		$279K Sell
1,960
-652
-25% -$90.4K 0.02% 230
2026
Q2 		$359K Hold
2,612
– – 0.03% 214
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Galvin Gaustad & Stein's IVW Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its iShares S&P 500 Growth ETF (IVW) stake by 25% in Q3 2026, selling an estimated $90.4K and leaving 1,960 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #230.

Galvin Gaustad & Stein first reported a position in IVW in Q4 2020 and has held it in 20 quarters since. The position peaked at $591K in Q4 2020. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Galvin Gaustad & Stein held 1,960 shares of iShares S&P 500 Growth ETF worth $279K as of Q3 2026.
  • Galvin Gaustad & Stein sold 652 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $90.4K.
  • iShares S&P 500 Growth ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #230 holding.
  • Galvin Gaustad & Stein first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Galvin Gaustad & Stein's iShares S&P 500 Growth ETF position peaked at $591K in Q4 2020.
  • 126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.