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
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

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

GAMMA Investing's IVW Position: Q2 2026 in Review

GAMMA Investing reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.7% in Q2 2026, selling an estimated $15.8K and leaving 4,294 shares worth $591K. The position accounts for 0.02% of the portfolio, ranked #577.

GAMMA Investing first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $849K in Q4 2025. 686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • GAMMA Investing held 4,294 shares of iShares S&P 500 Growth ETF worth $591K as of Q2 2026.
  • GAMMA Investing sold 120 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $15.8K.
  • iShares S&P 500 Growth ETF made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #577 holding.
  • GAMMA Investing first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's iShares S&P 500 Growth ETF position peaked at $849K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.