GM Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

GM Advisory Group’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
2025 Q4	–	Sell	-4,669	Closed	-$564K	–	355
2025 Q3	$564K	Hold	4,669	–	–	0.02%	183
2025 Q2	$514K	Hold	4,669	–	–	0.03%	192
2025 Q1	$433K	Hold	4,669	–	–	0.02%	184
2024 Q4	$474K	Hold	4,669	–	–	0.03%	172
2024 Q3	$447K	Hold	4,669	–	–	0.03%	173
2024 Q2	$432K	Hold	4,669	–	–	0.03%	162
2024 Q1	$394K	Hold	4,669	–	–	0.03%	167
2023 Q4	$351K	Hold	4,669	–	–	0.03%	164
2023 Q3	$319K	Hold	4,669	–	–	0.03%	154
2023 Q2	$329K	Hold	4,669	–	–	0.03%	149
2023 Q1	$298K	Hold	4,669	–	–	0.03%	151
2022 Q4	$273K	Hold	4,669	–	–	0.03%	146
2022 Q3	$270K	Hold	4,669	–	–	0.03%	151
2022 Q2	$282K	Buy	+4,669	New	+$309K	0.04%	148

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

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

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

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

GM Advisory Group's IVW Position: Q4 2025 in Review

GM Advisory Group sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 4,669 shares — an estimated $564K sold.

GM Advisory Group first reported a position in IVW in Q2 2022 and held it in 14 quarters. The position peaked at $564K in Q3 2025. 2,074 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

GM Advisory Group reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
GM Advisory Group sold 4,669 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $564K.
GM Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and held it in 14 quarters.
GM Advisory Group's iShares S&P 500 Growth ETF position peaked at $564K in Q3 2025.
2,074 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on GM Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.