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IVW icon

Gleason Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Gleason Group’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 		$41K Hold
298
– – ﹤0.01% 137
2026
Q1 		$33.7K Hold
298
– – ﹤0.01% 137
2025
Q4 		$36.7K Buy
298
+1
+0.3% +$122 ﹤0.01% 130
2025
Q3 		$35.9K Hold
297
– – ﹤0.01% 120
2025
Q2 		$32.7K Hold
297
– – ﹤0.01% 128
2025
Q1 		$27.5K Sell
297
-416
-58% -$41.9K 0.01% 133
2024
Q4 		$72.4K Sell
713
-664
-48% -$66.2K 0.01% 97
2024
Q3 		$132K Sell
1,377
-3,274
-70% -$302K 0.02% 75
2024
Q2 		$430K Buy
4,651
+4
+0.1% +$345 0.09% 52
2024
Q1 		$392K Sell
4,647
-502
-10% -$40.3K 0.08% 53
2023
Q4 		$387K Buy
5,149
+31
+0.6% +$2.21K 0.09% 54
2023
Q3 		$350K Sell
5,118
-93
-2% -$6.58K 0.09% 57
2023
Q2 		$367K Buy
5,211
+11
+0.2% +$727 0.1% 58
2023
Q1 		$332K Buy
5,200
+16
+0.3% +$978 0.1% 57
2022
Q4 		$303K Buy
5,184
+12
+0.2% +$721 0.1% 60
2022
Q3 		$299K Buy
5,172
+14
+0.3% +$910 0.1% 51
2022
Q2 		$311K Buy
5,158
+9
+0.2% +$596 0.11% 51
2022
Q1 		$393K Buy
5,149
+8
+0.2% +$601 0.12% 49
2021
Q4 		$430K Buy
5,141
+6
+0.1% +$483 0.14% 50
2021
Q3 		$380K Buy
5,135
+8
+0.2% +$610 0.14% 54
2021
Q2 		$373K Buy
5,127
+6
+0.1% +$415 0.14% 53
2021
Q1 		$333K Buy
5,121
+8
+0.2% +$517 0.13% 53
2020
Q4 		$326K Buy
5,113
+13
+0.3% +$788 0.16% 51
2020
Q3 		$295K Buy
5,100
+12
+0.2% +$679 0.17% 52
2020
Q2 		$264K Buy
5,088
+8
+0.2% +$384 0.16% 51
2020
Q1 		$210K Buy
5,080
+16
+0.3% +$757 0.17% 52
2019
Q4 		$245K Buy
+5,064
New +$235K 0.15% 54

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gleason Group's IVW Position: Q2 2026 in Review

Gleason Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 298 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

Gleason Group first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. The position peaked at $430K in Q2 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Gleason Group held 298 shares of iShares S&P 500 Growth ETF worth $41K as of Q2 2026.
  • Gleason Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #137 holding.
  • Gleason Group first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Gleason Group's iShares S&P 500 Growth ETF position peaked at $430K in Q2 2024.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.