Gibbs Wealth Management’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
Q1
$473K Buy
4,185
+1,494
+56% +$180K 0.06% 316
2025
Q4
$335K Buy
2,691
+218
+9% +$26.7K 0.08% 257
2025
Q3
$299K Buy
+2,473
New +$284K 0.07% 268
2025
Q2
– Sell
-3,137
Closed -$291K – 372
2025
Q1
$291K Buy
3,137
+815
+35% +$82.2K 0.07% 259
2024
Q4
$236K Buy
+2,322
New +$232K 0.06% 264

Other funds holding IVW

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

Gibbs Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 56% in Q1 2026, buying an estimated $180K and bringing the position to 4,185 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #316.

Gibbs Wealth Management first reported a position in IVW in Q4 2024 and has held it in 5 quarters since. 2,055 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Gibbs Wealth Management held 4,185 shares of iShares S&P 500 Growth ETF worth $473K as of Q1 2026.
  • Gibbs Wealth Management bought 1,494 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $180K.
  • iShares S&P 500 Growth ETF made up 0.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #316 holding.
  • Gibbs Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,055 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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