Glassman Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Glassman Wealth Services’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	$529K	Buy	3,843 +200	+5%	+$26.4K	0.06%	50
2026 Q1	$412K	Hold	3,643	–	–	0.06%	54
2025 Q4	$449K	Sell	3,643 -2,054	-36%	-$251K	0.06%	54
2025 Q3	$688K	Hold	5,697	–	–	0.1%	33
2025 Q2	$627K	Sell	5,697 -28	-0.5%	-$2.77K	0.1%	35
2025 Q1	$531K	Sell	5,725 -4	-0.1%	-$403	0.09%	36
2024 Q4	$582K	Sell	5,729 -142	-2%	-$14.2K	0.1%	29
2024 Q3	$562K	Hold	5,871	–	–	0.1%	29
2024 Q2	$543K	Hold	5,871	–	–	0.1%	30
2024 Q1	$496K	Hold	5,871	–	–	0.1%	33
2023 Q4	$441K	Buy	5,871 +299	+5%	+$21.3K	0.06%	96
2023 Q3	$381K	Hold	5,572	–	–	0.06%	94
2023 Q2	$393K	Sell	5,572 -4,000	-42%	-$264K	0.06%	93
2023 Q1	$612K	Hold	9,572	–	–	0.11%	63
2022 Q4	$560K	Hold	9,572	–	–	0.1%	70
2022 Q3	$554K	Hold	9,572	–	–	0.12%	62
2022 Q2	$578K	Hold	9,572	–	–	0.12%	69
2022 Q1	$731K	Hold	9,572	–	–	0.13%	60
2021 Q4	$801K	Hold	9,572	–	–	0.15%	53
2021 Q3	$707K	Hold	9,572	–	–	0.15%	61
2021 Q2	$696K	Buy	9,572 +9,028	+1,660%	+$625K	0.15%	53
2021 Q1	$35K	Hold	544	–	–	0.01%	392
2020 Q4	$35K	Hold	544	–	–	0.01%	398
2020 Q3	$31K	Hold	544	–	–	0.01%	367
2020 Q2	$28K	Hold	544	–	–	0.01%	332
2020 Q1	$22K	Hold	544	–	–	0.01%	327
2019 Q4	$26K	Hold	544	–	–	0.01%	343
2019 Q3	$24K	Hold	544	–	–	0.01%	334
2019 Q2	$24K	Buy	544 +540	+13,500%	+$23.7K	0.01%	341
2019 Q1	$0	Hold	4	–	–	﹤0.01%	1118
2018 Q4	$0	Hold	4	–	–	﹤0.01%	872
2018 Q3	$0	Hold	4	–	–	﹤0.01%	882
2018 Q2	$0	Hold	4	–	–	﹤0.01%	869
2018 Q1	$0	Sell	4 -1,140	-100%	-$45.5K	﹤0.01%	818
2017 Q4	$44K	Buy	1,144 +1,140	+28,500%	+$42.6K	0.03%	169
2017 Q3	$0	Hold	4	–	–	﹤0.01%	586
2017 Q2	$0	Hold	4	–	–	﹤0.01%	604
2017 Q1	$0	Hold	4	–	–	﹤0.01%	635
2016 Q4	$0	Hold	4	–	–	﹤0.01%	669
2016 Q3	$0	Hold	4	–	–	﹤0.01%	536
2016 Q2	$0	Hold	4	–	–	﹤0.01%	442
2016 Q1	$0	Hold	4	–	–	﹤0.01%	432
2015 Q4	$0	Hold	4	–	–	﹤0.01%	429
2015 Q3	$0	Hold	4	–	–	﹤0.01%	425
2015 Q2	$0	Hold	4	–	–	﹤0.01%	435
2015 Q1	$0	Buy	+4	New	+$114	﹤0.01%	444

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Glassman Wealth Services's IVW Position: Q2 2026 in Review

Glassman Wealth Services increased its iShares S&P 500 Growth ETF (IVW) stake by 5.5% in Q2 2026, buying an estimated $26.4K and bringing the position to 3,843 shares worth $529K. The position accounts for 0.06% of the portfolio, ranked #50.

Glassman Wealth Services first reported a position in IVW in Q1 2015 and has held it in 46 quarters since. The position peaked at $801K in Q4 2021. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Glassman Wealth Services held 3,843 shares of iShares S&P 500 Growth ETF worth $529K as of Q2 2026.
Glassman Wealth Services bought 200 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $26.4K.
iShares S&P 500 Growth ETF made up 0.06% of Glassman Wealth Services's portfolio in Q2 2026, its #50 holding.
Glassman Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and has held it in 46 quarters since.
Glassman Wealth Services's iShares S&P 500 Growth ETF position peaked at $801K in Q4 2021.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.