GLOBALT Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

GLOBALT Investments’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	$571K	Hold	4,154	–	–	0.02%	178
2026 Q1	$470K	Hold	4,154	–	–	0.02%	180
2025 Q4	$512K	Sell	4,154 -150	-3%	-$18.4K	0.02%	171
2025 Q3	$520K	Sell	4,304 -600	-12%	-$69K	0.02%	168
2025 Q2	$540K	Hold	4,904	–	–	0.02%	173
2025 Q1	$455K	Sell	4,904 -100	-2%	-$10.1K	0.02%	178
2024 Q4	$508K	Hold	5,004	–	–	0.02%	177
2024 Q3	$479K	Hold	5,004	–	–	0.02%	180
2024 Q2	$463K	Hold	5,004	–	–	0.02%	181
2024 Q1	$423K	Hold	5,004	–	–	0.02%	183
2023 Q4	$376K	Buy	+5,004	New	+$356K	0.02%	188

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

GLOBALT Investments's IVW Position: Q2 2026 in Review

GLOBALT Investments held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,154 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #178.

GLOBALT Investments first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

GLOBALT Investments held 4,154 shares of iShares S&P 500 Growth ETF worth $571K as of Q2 2026.
GLOBALT Investments left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.02% of GLOBALT Investments's portfolio in Q2 2026, its #178 holding.
GLOBALT Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.