Gateway Wealth Partners
IVW icon

Gateway Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Gateway Wealth Partners’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 		$13.8M Sell
100,301
-74,429
-43% -$9.8M 0.83% 20
2026
Q1 		$19.8M Buy
174,730
+117,425
+205% +$14.1M 0.77% 25
2025
Q4 		$7.06M Buy
57,305
+3,279
+6% +$401K 0.79% 35
2025
Q3 		$6.52M Buy
54,026
+2,109
+4% +$243K 0.88% 31
2025
Q2 		$5.72M Buy
51,917
+1,703
+3% +$169K 1.08% 22
2025
Q1 		$4.66M Buy
50,214
+2,237
+5% +$226K 1.05% 23
2024
Q4 		$4.87M Sell
47,977
-55
-0.1% -$5.49K 1.26% 15
2024
Q3 		$4.6M Buy
48,032
+1,314
+3% +$121K 1.27% 16
2024
Q2 		$4.32M Buy
46,718
+17,467
+60% +$1.51M 1.31% 15
2024
Q1 		$2.47M Buy
29,251
+15,838
+118% +$1.27M 0.89% 31
2023
Q4 		$1.01M Buy
13,413
+1,809
+16% +$129K 0.41% 66
2023
Q3 		$794K Buy
+11,604
New +$821K 0.14% 95

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gateway Wealth Partners's IVW Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 43% in Q2 2026, selling an estimated $9.8M and leaving 100,301 shares worth $13.8M. The position accounts for 0.83% of the portfolio, ranked #20.

Gateway Wealth Partners first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.8M in Q1 2026. 2,143 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Gateway Wealth Partners held 100,301 shares of iShares S&P 500 Growth ETF worth $13.8M as of Q2 2026.
  • Gateway Wealth Partners sold 74,429 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $9.8M.
  • iShares S&P 500 Growth ETF made up 0.83% of Gateway Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Gateway Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Gateway Wealth Partners's iShares S&P 500 Growth ETF position peaked at $19.8M in Q1 2026.
  • 2,143 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.