Glass Jacobson Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Glass Jacobson Investment 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
2026 Q2	$498K	Buy	3,624 +48	+1%	+$6.34K	0.16%	126
2026 Q1	$404K	Buy	3,576 +13	+0.4%	+$1.56K	0.14%	130
2025 Q4	$439K	Buy	3,563 +1	+0%	+$122	0.16%	125
2025 Q3	$430K	Sell	3,562 -47	-1%	-$5.41K	0.16%	126
2025 Q2	$397K	Sell	3,609 -260	-7%	-$25.7K	0.15%	133
2025 Q1	$393K	Hold	3,869	–	–	0.13%	172
2024 Q4	$393K	Buy	3,869 +34	+0.9%	+$3.39K	0.13%	172
2024 Q3	$367K	Sell	3,835 -264	-6%	-$24.4K	0.12%	174
2024 Q2	$379K	Sell	4,099 -60	-1%	-$5.17K	0.14%	161
2024 Q1	$351K	Buy	4,159 +162	+4%	+$13K	0.13%	164
2023 Q4	$300K	Sell	3,997 -1,662	-29%	-$118K	0.12%	169
2023 Q3	$387K	Sell	5,659 -335	-6%	-$23.7K	0.18%	138
2023 Q2	$422K	Buy	+5,994	New	+$396K	0.19%	131
2022 Q4	$475K	Buy	+8,123	New	+$488K	0.24%	119

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Glass Jacobson Investment Advisors's IVW Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q2 2026, buying an estimated $6.34K and bringing the position to 3,624 shares worth $498K. The position accounts for 0.16% of the portfolio, ranked #126.

Glass Jacobson Investment Advisors first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Glass Jacobson Investment Advisors held 3,624 shares of iShares S&P 500 Growth ETF worth $498K as of Q2 2026.
Glass Jacobson Investment Advisors bought 48 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $6.34K.
iShares S&P 500 Growth ETF made up 0.16% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #126 holding.
Glass Jacobson Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.