Global Financial Private Client’s iShares S&P 500 Growth ETF IVW Stock Holding History

Global Financial Private Client’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 Q3	$390K	Hold	2,742	–	–	0.11%	184
2026 Q2	$377K	Sell	2,742 -336	-11%	-$44.4K	0.1%	191
2026 Q1	$348K	Buy	3,078 +235	+8%	+$28.3K	0.11%	186
2025 Q4	$350K	Sell	2,843 -55	-2%	-$6.73K	0.12%	177
2025 Q3	$350K	Sell	2,898 -658	-19%	-$75.7K	0.12%	177
2025 Q2	$392K	Buy	3,556 +416	+13%	+$41.2K	0.15%	157
2025 Q1	$291K	Buy	3,140 +288	+10%	+$29K	0.11%	176
2024 Q4	$290K	Sell	2,852 -343	-11%	-$34.2K	0.11%	172
2024 Q3	$306K	Sell	3,195 -259	-7%	-$23.9K	0.12%	165
2024 Q2	$320K	Buy	3,454 +1,546	+81%	+$133K	0.13%	153
2024 Q1	$161K	Buy	1,908 +1,069	+127%	+$85.9K	0.07%	188
2023 Q4	$63K	Buy	839 +46	+6%	+$3.27K	0.03%	277
2023 Q3	$54.5K	Buy	+793	New	+$56.1K	0.03%	275

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Global Financial Private Client's IVW Position: Q3 2026 in Review

Global Financial Private Client held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 2,742 shares worth $390K. The position accounts for 0.11% of the portfolio, ranked #184.

Global Financial Private Client first reported a position in IVW in Q3 2023 and has held it in 13 quarters since. The position peaked at $392K in Q2 2025. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Global Financial Private Client held 2,742 shares of iShares S&P 500 Growth ETF worth $390K as of Q3 2026.
Global Financial Private Client left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.11% of Global Financial Private Client's portfolio in Q3 2026, its #184 holding.
Global Financial Private Client first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 13 quarters since.
Global Financial Private Client's iShares S&P 500 Growth ETF position peaked at $392K in Q2 2025.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.