GC Wealth Management RIA’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.7M Sell
70,508
-6,805
-9% -$899K 0.56% 34
2026
Q1
$8.74M Buy
77,313
+137
+0.2% +$16.5K 0.36% 39
2025
Q4
$9.51M Sell
77,176
-2,400
-3% -$294K 0.35% 39
2025
Q3
$9.61M Sell
79,576
-324
-0.4% -$37.3K 0.32% 46
2025
Q2
$8.8M Buy
79,900
+66
+0.1% +$6.53K 0.72% 19
2025
Q1
$7.41M Hold
79,834
1.36% 15
2024
Q4
$8.11M Hold
79,834
1.42% 13
2024
Q3
$7.64M Buy
79,834
+64
+0.1% +$5.91K 1.33% 14
2024
Q2
$7.38M Hold
79,770
1.46% 14
2024
Q1
$6.74M Buy
79,770
+68,430
+603% +$5.5M 1.35% 13
2023
Q4
$852K Buy
+11,340
New +$807K 0.38% 70

Other funds holding IVW

GC Wealth Management RIA's IVW Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.8% in Q2 2026, selling an estimated $899K and leaving 70,508 shares worth $9.7M. The position accounts for 0.56% of the portfolio, ranked #34.

GC Wealth Management RIA first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • GC Wealth Management RIA held 70,508 shares of iShares S&P 500 Growth ETF worth $9.7M as of Q2 2026.
  • GC Wealth Management RIA sold 6,805 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $899K.
  • iShares S&P 500 Growth ETF made up 0.56% of GC Wealth Management RIA's portfolio in Q2 2026, its #34 holding.
  • GC Wealth Management RIA first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.