Global Assets Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Global Assets Advisory’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 Q1	$411K	Buy	3,932 +544	+16%	+$65.4K	0.12%	143
2025 Q4	$418K	Sell	3,388 -525	-13%	-$64.3K	0.12%	172
2025 Q3	$472K	Sell	3,913 -929	-19%	-$107K	0.14%	155
2025 Q2	$528K	Sell	4,842 -1,851	-28%	-$183K	0.21%	107
2025 Q1	$600K	Buy	6,693 +4,389	+190%	+$442K	0.11%	149
2024 Q4	$234K	Sell	2,304 -544	-19%	-$54.3K	0.13%	135
2024 Q3	$269K	Sell	2,848 -1,811	-39%	-$167K	0.15%	136
2024 Q2	$431K	Sell	4,659 -214,124	-98%	-$18.5M	0.69%	28
2024 Q1	$2.59M	Buy	+218,783	New	+$17.6M	0.12%	133

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Global Assets Advisory's IVW Position: Q1 2026 in Review

Global Assets Advisory increased its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q1 2026, buying an estimated $65.4K and bringing the position to 3,932 shares worth $411K. The position accounts for 0.12% of the portfolio, ranked #143.

Global Assets Advisory first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.59M in Q1 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Global Assets Advisory held 3,932 shares of iShares S&P 500 Growth ETF worth $411K as of Q1 2026.
Global Assets Advisory bought 544 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $65.4K.
iShares S&P 500 Growth ETF made up 0.12% of Global Assets Advisory's portfolio in Q1 2026, its #143 holding.
Global Assets Advisory first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Global Assets Advisory's iShares S&P 500 Growth ETF position peaked at $2.59M in Q1 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Global Assets Advisory's 13F filing for Q1 2026, filed 1 May 2026.