Global Wealth Management Investment Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Global Wealth Management Investment 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 Q2	$376K	Sell	2,736 -94	-3%	-$12.4K	0.05%	127
2026 Q1	$320K	Hold	2,830	–	–	0.05%	127
2025 Q4	$349K	Sell	2,830 -137	-5%	-$16.8K	0.06%	126
2025 Q3	$358K	Buy	2,967 +345	+13%	+$39.7K	0.06%	126
2025 Q2	$289K	Buy	2,622 +198	+8%	+$19.6K	0.05%	126
2025 Q1	$225K	Buy	+2,424	New	+$244K	0.05%	133
2020 Q3	–	Sell	-436	Closed	-$23K	–	534
2020 Q2	$23K	Hold	436	–	–	0.01%	266
2020 Q1	$18K	Sell	436 -112	-20%	-$5.3K	0.01%	266
2019 Q4	$26K	Buy	548 +112	+26%	+$5.19K	0.01%	244
2019 Q3	$20K	Hold	436	–	–	0.01%	249
2019 Q2	$19K	Sell	436 -440	-50%	-$19.4K	0.01%	279
2019 Q1	$38K	Buy	876 +440	+101%	+$18K	0.02%	232
2018 Q4	$16K	Buy	+436	New	+$17.6K	0.01%	320

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Global Wealth Management Investment Advisory's IVW Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q2 2026, selling an estimated $12.4K and leaving 2,736 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #127.

Global Wealth Management Investment Advisory first reported a position in IVW in Q4 2018 and has held it in 13 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Global Wealth Management Investment Advisory held 2,736 shares of iShares S&P 500 Growth ETF worth $376K as of Q2 2026.
Global Wealth Management Investment Advisory sold 94 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $12.4K.
iShares S&P 500 Growth ETF made up 0.05% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #127 holding.
Global Wealth Management Investment Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 13 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.