Global Financial Private Client’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Global Financial Private Client's IVW Position: Q2 2026 in Review
Global Financial Private Client reduced its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q2 2026, selling an estimated $44.4K and leaving 2,742 shares worth $377K. The position accounts for 0.1% of the portfolio, ranked #191.
Global Financial Private Client first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. The position peaked at $392K in Q2 2025. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Global Financial Private Client held 2,742 shares of iShares S&P 500 Growth ETF worth $377K as of Q2 2026.
- Global Financial Private Client sold 336 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $44.4K.
- iShares S&P 500 Growth ETF made up 0.1% of Global Financial Private Client's portfolio in Q2 2026, its #191 holding.
- Global Financial Private Client first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
- Global Financial Private Client's iShares S&P 500 Growth ETF position peaked at $392K in Q2 2025.
- 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.