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

Gilliland Jeter 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	$1.4M	Buy	12,353 +2,917	+31%	+$351K	0.41%	58
2025 Q4	$1.16M	Buy	9,436 +1,802	+24%	+$221K	0.35%	58
2025 Q3	$922K	Buy	7,634 +1,189	+18%	+$137K	0.28%	69
2025 Q2	$710K	Buy	6,445 +192	+3%	+$19K	0.23%	94
2025 Q1	$580K	Buy	6,253 +611	+11%	+$61.6K	0.21%	100
2024 Q4	$573K	Buy	5,642 +1,253	+29%	+$125K	0.19%	99
2024 Q3	$420K	Buy	4,389 +462	+12%	+$42.7K	0.14%	118
2024 Q2	$363K	Buy	3,927 +1,772	+82%	+$153K	0.12%	124
2024 Q1	$182K	Buy	+2,155	New	+$173K	0.06%	170

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

Gilliland Jeter Wealth Management's IVW Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 31% in Q1 2026, buying an estimated $351K and bringing the position to 12,353 shares worth $1.4M. The position accounts for 0.41% of the portfolio, ranked #58.

Gilliland Jeter Wealth Management first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Gilliland Jeter Wealth Management held 12,353 shares of iShares S&P 500 Growth ETF worth $1.4M as of Q1 2026.
Gilliland Jeter Wealth Management bought 2,917 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $351K.
iShares S&P 500 Growth ETF made up 0.41% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #58 holding.
Gilliland Jeter Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.