Global Assets Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Global Assets Advisory's IVW Position: Q2 2026 in Review
Global Assets Advisory reduced its iShares S&P 500 Growth ETF (IVW) stake by 20% in Q2 2026, selling an estimated $105K and leaving 3,137 shares worth $430K. The position accounts for 0.09% of the portfolio, ranked #215.
Global Assets Advisory first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $600K in Q1 2025. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Global Assets Advisory held 3,137 shares of iShares S&P 500 Growth ETF worth $430K as of Q2 2026.
- Global Assets Advisory sold 795 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $105K.
- iShares S&P 500 Growth ETF made up 0.09% of Global Assets Advisory's portfolio in Q2 2026, its #215 holding.
- Global Assets Advisory first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
- Global Assets Advisory's iShares S&P 500 Growth ETF position peaked at $600K in Q1 2025.
- 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.