GatePass Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

GatePass Capital’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	$2.51M	Buy	18,240 +7,059	+63%	+$932K	0.95%	24
2026 Q1	$1.26M	Buy	11,181 +334	+3%	+$40.2K	0.59%	45
2025 Q4	$1.34M	Buy	10,847 +3,043	+39%	+$372K	0.69%	35
2025 Q3	$942K	Buy	7,804 +707	+10%	+$81.3K	0.54%	46
2025 Q2	$781K	Buy	7,097 +814	+13%	+$80.6K	0.52%	49
2025 Q1	$583K	Buy	6,283 +1,415	+29%	+$143K	0.44%	51
2024 Q4	$494K	Buy	+4,868	New	+$486K	0.54%	42

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GatePass Capital's IVW Position: Q2 2026 in Review

GatePass Capital increased its iShares S&P 500 Growth ETF (IVW) stake by 63% in Q2 2026, buying an estimated $932K and bringing the position to 18,240 shares worth $2.51M. The position accounts for 0.95% of the portfolio, ranked #24.

GatePass Capital first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

GatePass Capital held 18,240 shares of iShares S&P 500 Growth ETF worth $2.51M as of Q2 2026.
GatePass Capital bought 7,059 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $932K.
iShares S&P 500 Growth ETF made up 0.95% of GatePass Capital's portfolio in Q2 2026, its #24 holding.
GatePass Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on GatePass Capital's 13F filing for Q2 2026, filed 30 Jul 2026.