Global Retirement Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $32.3M | Buy |
261,939
+8,170
| +3% | +$1,000K | 0.57% | 34 |
|
|
2025
Q3 | $30.6M | Buy |
253,769
+12,409
| +5% | +$1.43M | 0.69% | 26 |
|
|
2025
Q2 | $26.6M | Buy |
+241,360
| New | +$23.9M | 0.66% | 25 |
|
|
2024
Q4 | $18.6M | Sell |
182,778
-4,070
| -2% | -$406K | 0.53% | 35 |
|
|
2024
Q3 | $17.9M | Sell |
186,848
-41,923
| -18% | -$3.87M | 0.54% | 34 |
|
|
2024
Q2 | $21.2M | Buy |
228,771
+87,730
| +62% | +$7.56M | 0.66% | 26 |
|
|
2024
Q1 | $11.9M | Buy |
141,041
+16,150
| +13% | +$1.3M | 0.44% | 43 |
|
|
2023
Q4 | $9.45M | Sell |
124,891
-10,355
| -8% | -$737K | 0.4% | 49 |
|
|
2023
Q3 | $9.25M | Buy |
135,246
+31,682
| +31% | +$2.24M | 0.47% | 41 |
|
|
2023
Q2 | $7.3M | Buy |
103,564
+8,135
| +9% | +$538K | 0.36% | 58 |
|
|
2023
Q1 | $6.08M | Buy |
95,429
+40,227
| +73% | +$2.46M | 0.32% | 62 |
|
|
2022
Q4 | $3.23M | Buy |
55,202
+6,913
| +14% | +$415K | 0.22% | 99 |
|
|
2022
Q3 | $2.92M | Buy |
48,289
+1,864
| +4% | +$121K | 0.22% | 102 |
|
|
2022
Q2 | $2.8M | Buy |
46,425
+14
| +0% | +$926 | 0.23% | 108 |
|
|
2022
Q1 | $2.86M | Buy |
+46,411
| New | +$3.49M | 0.23% | 104 |
|
|
2021
Q4 | – | Sell |
-61,237
| Closed | -$4.53M | – | 1028 |
|
|
2021
Q3 | $4.53M | Buy |
61,237
+6,592
| +12% | +$503K | 0.45% | 43 |
|
|
2021
Q2 | $3.97M | Buy |
54,645
+1,209
| +2% | +$83.7K | 0.41% | 48 |
|
|
2021
Q1 | $3.48M | Buy |
53,436
+4,661
| +10% | +$301K | 0.41% | 50 |
|
|
2020
Q4 | $3.11M | Buy |
48,775
+1,203
| +3% | +$72.9K | 0.39% | 54 |
|
|
2020
Q3 | $2.75M | Sell |
47,572
-4,712
| -9% | -$267K | 0.4% | 53 |
|
|
2020
Q2 | $2.71M | Sell |
52,284
-10,344
| -17% | -$496K | 0.43% | 48 |
|
|
2020
Q1 | $2.58M | Sell |
62,628
-27,360
| -30% | -$1.29M | 0.49% | 44 |
|
|
2019
Q4 | $4.36M | Sell |
89,988
-332
| -0.4% | -$15.4K | 0.67% | 28 |
|
|
2019
Q3 | $4.07M | Buy |
90,320
+31,344
| +53% | +$1.42M | 0.67% | 30 |
|
|
2019
Q2 | $2.64M | Sell |
58,976
-3,460
| -6% | -$152K | 0.51% | 38 |
|
|
2019
Q1 | $2.69M | Sell |
62,436
-6,828
| -10% | -$280K | 0.65% | 31 |
|
|
2018
Q4 | $2.61M | Sell |
69,264
-22,360
| -24% | -$905K | 0.67% | 33 |
|
|
2018
Q3 | $4.06M | Buy |
91,624
+8,684
| +10% | +$373K | 0.92% | 20 |
|
|
2018
Q2 | $3.37M | Buy |
82,940
+7,700
| +10% | +$309K | 0.85% | 22 |
|
|
2018
Q1 | $2.92M | Buy |
75,240
+15,116
| +25% | +$603K | 0.8% | 22 |
|
|
2017
Q4 | $2.3M | Buy |
60,124
+26,068
| +77% | +$974K | 0.63% | 23 |
|
|
2017
Q3 | $1.22M | Sell |
34,056
-432
| -1% | -$15.2K | 0.5% | 36 |
|
|
2017
Q2 | $1.18M | Buy |
34,488
+4,184
| +14% | +$142K | 0.55% | 31 |
|
|
2017
Q1 | $996K | Buy |
30,304
+15,824
| +109% | +$508K | 0.56% | 27 |
|
|
2016
Q4 | $441K | Buy |
+14,480
| New | +$437K | 0.3% | 80 |
|
Other funds holding IVW
Global Retirement Partners's IVW Position: Q4 2025 in Review
Global Retirement Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 3.2% in Q4 2025, buying an estimated $1,000K and bringing the position to 261,939 shares worth $32.3M. The position accounts for 0.57% of the portfolio, ranked #34.
Global Retirement Partners first reported a position in IVW in Q4 2016 and has held it in 35 quarters since. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.
- Global Retirement Partners held 261,939 shares of iShares S&P 500 Growth ETF worth $32.3M as of Q4 2025.
- Global Retirement Partners bought 8,170 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $1,000K.
- iShares S&P 500 Growth ETF made up 0.57% of Global Retirement Partners's portfolio in Q4 2025, its #34 holding.
- Global Retirement Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 35 quarters since.
- 2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.