GGM Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

GGM Wealth Advisors’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
2025 Q1	–	Sell	-2,088	Closed	-$212K	–	144
2024 Q4	$212K	Buy	+2,088	New	+$208K	0.11%	130
2022 Q4	–	Sell	-17,318	Closed	-$1.07M	–	143
2022 Q3	$1.07M	Hold	17,318	–	–	0.58%	38
2022 Q2	$1.06M	Sell	17,318 -2,000	-10%	-$132K	0.59%	38
2022 Q1	$1.42M	Hold	19,318	–	–	0.71%	33
2021 Q4	$1.56M	Hold	19,318	–	–	1.24%	19
2021 Q3	$1.52M	Sell	19,318 -1,570	-8%	-$120K	1.21%	19
2021 Q2	$1.55M	Hold	20,888	–	–	1.32%	18
2021 Q1	$1.45M	Hold	20,888	–	–	1.16%	20
2020 Q4	$1.34M	Buy	+20,888	New	+$1.27M	1.32%	19

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GGM Wealth Advisors's IVW Position: Q1 2025 in Review

GGM Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 2,088 shares — an estimated $212K sold.

GGM Wealth Advisors first reported a position in IVW in Q4 2020 and held it in 9 quarters. The position peaked at $1.56M in Q4 2021. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

GGM Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
GGM Wealth Advisors sold 2,088 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $212K.
GGM Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 9 quarters.
GGM Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $1.56M in Q4 2021.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.