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

GDS Wealth Management’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	$1.24M	Buy	9,021 +726	+9%	+$95.9K	0.06%	90
2026 Q1	$938K	Buy	8,295 +633	+8%	+$76.1K	0.06%	92
2025 Q4	$944K	Buy	7,662 +189	+3%	+$23.1K	0.06%	95
2025 Q3	$902K	Sell	7,473 -25	-0.3%	-$2.88K	0.06%	97
2025 Q2	$826K	Buy	7,498 +493	+7%	+$48.8K	0.06%	97
2025 Q1	$650K	Buy	7,005 +280	+4%	+$28.2K	0.06%	96
2024 Q4	$683K	Buy	6,725 +315	+5%	+$31.4K	0.06%	100
2024 Q3	$614K	Buy	6,410 +100	+2%	+$9.23K	0.06%	87
2024 Q2	$584K	Sell	6,310 -188	-3%	-$16.2K	0.06%	77
2024 Q1	$549K	Sell	6,498 -298	-4%	-$23.9K	0.06%	85
2023 Q4	$510K	Sell	6,796 -295	-4%	-$21K	0.07%	83
2023 Q3	$485K	Sell	7,091 -164	-2%	-$11.6K	0.08%	75
2023 Q2	$511K	Sell	7,255 -237	-3%	-$15.7K	0.08%	80
2023 Q1	$479K	Buy	7,492 +199	+3%	+$12.2K	0.08%	77
2022 Q4	$427K	Sell	7,293 -133	-2%	-$7.99K	0.08%	88
2022 Q3	$430K	Buy	7,426 +194	+3%	+$12.6K	0.1%	76
2022 Q2	$436K	Sell	7,232 -862	-11%	-$57K	0.1%	77
2022 Q1	$582K	Buy	8,094 +1,752	+28%	+$132K	0.13%	72
2021 Q4	$531K	Buy	+6,342	New	+$511K	0.12%	74

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

GDS Wealth Management's IVW Position: Q2 2026 in Review

GDS Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 8.8% in Q2 2026, buying an estimated $95.9K and bringing the position to 9,021 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #90.

GDS Wealth Management first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

GDS Wealth Management held 9,021 shares of iShares S&P 500 Growth ETF worth $1.24M as of Q2 2026.
GDS Wealth Management bought 726 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $95.9K.
iShares S&P 500 Growth ETF made up 0.06% of GDS Wealth Management's portfolio in Q2 2026, its #90 holding.
GDS Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.