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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GDS Wealth Management's IVW Position: Q1 2026 in Review

GDS Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 8.3% in Q1 2026, buying an estimated $76.1K and bringing the position to 8,295 shares worth $938K. The position accounts for 0.06% of the portfolio, ranked #92.

GDS Wealth Management first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $944K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • GDS Wealth Management held 8,295 shares of iShares S&P 500 Growth ETF worth $938K as of Q1 2026.
  • GDS Wealth Management bought 633 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $76.1K.
  • iShares S&P 500 Growth ETF made up 0.06% of GDS Wealth Management's portfolio in Q1 2026, its #92 holding.
  • GDS Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • GDS Wealth Management's iShares S&P 500 Growth ETF position peaked at $944K in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.