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

GeoWealth 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	$4.71M	Sell	41,622 -475	-1%	-$57.1K	0.17%	75
2025 Q4	$5.19M	Sell	42,097 -25,047	-37%	-$3.07M	0.19%	73
2025 Q3	$8.11M	Buy	67,144 +21,189	+46%	+$2.44M	0.3%	44
2025 Q2	$5.06M	Sell	45,955 -4,927	-10%	-$488K	0.2%	63
2025 Q1	$4.72M	Buy	50,882 +11,578	+29%	+$1.17M	0.19%	68
2024 Q4	$3.99M	Buy	39,304 +28,448	+262%	+$2.84M	0.13%	115
2024 Q3	$1.04M	Sell	10,856 -199	-2%	-$18.4K	0.04%	297
2024 Q2	$1.02M	Buy	11,055 +5,683	+106%	+$490K	0.04%	270
2024 Q1	$454K	Buy	5,372 +3,651	+212%	+$293K	0.02%	466
2023 Q4	$129K	Buy	1,721 +420	+32%	+$29.9K	0.01%	558
2023 Q3	$89K	Buy	+1,301	New	+$92.1K	0.01%	341
2023 Q2	–	Sell	-43,036	Closed	-$2.75M	–	458
2023 Q1	$2.75M	Buy	+43,036	New	+$2.63M	0.32%	61
2020 Q3	–	Sell	-3,868	Closed	-$201K	–	178
2020 Q2	$201K	Buy	+3,868	New	+$185K	0.08%	148

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GeoWealth Management's IVW Position: Q1 2026 in Review

GeoWealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.1% in Q1 2026, selling an estimated $57.1K and leaving 41,622 shares worth $4.71M. The position accounts for 0.17% of the portfolio, ranked #75.

GeoWealth Management first reported a position in IVW in Q2 2020 and has held it in 13 quarters since. The position peaked at $8.11M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

GeoWealth Management held 41,622 shares of iShares S&P 500 Growth ETF worth $4.71M as of Q1 2026.
GeoWealth Management sold 475 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $57.1K.
iShares S&P 500 Growth ETF made up 0.17% of GeoWealth Management's portfolio in Q1 2026, its #75 holding.
GeoWealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 13 quarters since.
GeoWealth Management's iShares S&P 500 Growth ETF position peaked at $8.11M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.