Gimbal Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Gimbal Financial’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	-62,408	Closed	-$6.34M	–	47
2024 Q4	$6.34M	Buy	62,408 +2,346	+4%	+$234K	5.18%	7
2024 Q3	$5.83M	Sell	60,062 -22,803	-28%	-$2.11M	3.78%	9
2024 Q2	$7.89M	Buy	82,865 +673	+0.8%	+$58K	5.8%	8
2024 Q1	$6.94M	Sell	82,192 -85,429	-51%	-$6.86M	5.68%	7
2023 Q4	$12.6M	Buy	+167,621	New	+$11.9M	12.62%	4

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

Gimbal Financial's IVW Position: Q1 2025 in Review

Gimbal Financial sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 62,408 shares — an estimated $6.34M sold.

Gimbal Financial first reported a position in IVW in Q4 2023 and held it in 5 quarters. The position peaked at $12.6M in Q4 2023. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Gimbal Financial reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Gimbal Financial sold 62,408 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $6.34M.
Gimbal Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and held it in 5 quarters.
Gimbal Financial's iShares S&P 500 Growth ETF position peaked at $12.6M in Q4 2023.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Gimbal Financial's 13F filing for Q1 2025, filed 23 Apr 2025.