GI
IVW icon

GAMMA Investing’s iShares S&P 500 Growth ETF IVW Stock Holding History

GAMMA Investing’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 		$664K Buy
4,666
+372
+9% +$51.6K 0.02% 575
2026
Q2 		$591K Sell
4,294
-120
-3% -$15.8K 0.02% 577
2026
Q1 		$499K Sell
4,414
-2,475
-36% -$298K 0.02% 566
2025
Q4 		$849K Hold
6,889
– – 0.04% 370
2025
Q3 		$832K Hold
6,889
– – 0.05% 346
2025
Q2 		$758K Buy
6,889
+1,242
+22% +$123K 0.05% 347
2025
Q1 		$524K Hold
5,647
– – 0.04% 398
2024
Q4 		$573K Hold
5,647
– – 0.05% 326
2024
Q3 		$541K Buy
5,647
+460
+9% +$42.5K 0.05% 313
2024
Q2 		$480K Buy
5,187
+2,091
+68% +$180K 0.07% 269
2024
Q1 		$261K Hold
3,096
– – 0.05% 323
2023
Q4 		$239K Buy
+3,096
New +$220K 0.06% 270

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

GAMMA Investing's IVW Position: Q3 2026 in Review

GAMMA Investing increased its iShares S&P 500 Growth ETF (IVW) stake by 8.7% in Q3 2026, buying an estimated $51.6K and bringing the position to 4,666 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #575.

GAMMA Investing first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. The position peaked at $849K in Q4 2025. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • GAMMA Investing held 4,666 shares of iShares S&P 500 Growth ETF worth $664K as of Q3 2026.
  • GAMMA Investing bought 372 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $51.6K.
  • iShares S&P 500 Growth ETF made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #575 holding.
  • GAMMA Investing first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's iShares S&P 500 Growth ETF position peaked at $849K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.