GWM
IVW icon

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

Gilpin 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
Q3 		$64.6K Sell
454
-119
-21% -$16.5K 0.04% 220
2026
Q2 		$78.8K Sell
573
-363
-39% -$47.9K 0.05% 195
2026
Q1 		$106K Sell
936
-11
-1% -$1.32K 0.08% 165
2025
Q4 		$117K Buy
+947
New +$116K 0.09% 147

Other funds holding IVW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gilpin Wealth Management's IVW Position: Q3 2026 in Review

Gilpin Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q3 2026, selling an estimated $16.5K and leaving 454 shares worth $64.6K. The position accounts for 0.04% of the portfolio, ranked #220.

Gilpin Wealth Management first reported a position in IVW in Q4 2025 and has held it in 4 quarters since. The position peaked at $117K in Q4 2025. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Gilpin Wealth Management held 454 shares of iShares S&P 500 Growth ETF worth $64.6K as of Q3 2026.
  • Gilpin Wealth Management sold 119 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $16.5K.
  • iShares S&P 500 Growth ETF made up 0.04% of Gilpin Wealth Management's portfolio in Q3 2026, its #220 holding.
  • Gilpin Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares S&P 500 Growth ETF position peaked at $117K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.