GIM
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Goelzer Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Goelzer Investment Management’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 		$8.01M Sell
58,230
-451
-0.8% -$59.6K 0.35% 54
2026
Q1 		$6.64M Buy
58,681
+2,644
+5% +$318K 0.32% 66
2025
Q4 		$6.91M Buy
56,037
+1,844
+3% +$226K 0.32% 63
2025
Q3 		$6.54M Sell
54,193
-13,945
-20% -$1.6M 0.35% 63
2025
Q2 		$7.5M Buy
68,138
+432
+0.6% +$42.8K 0.41% 54
2025
Q1 		$6.29M Buy
67,706
+1,729
+3% +$174K 0.36% 59
2024
Q4 		$6.7M Sell
65,977
-5,366
-8% -$535K 0.39% 57
2024
Q3 		$6.83M Sell
71,343
-24,636
-26% -$2.27M 0.37% 55
2024
Q2 		$8.88M Sell
95,979
-1,601
-2% -$138K 0.5% 37
2024
Q1 		$8.24M Sell
97,580
-59,844
-38% -$4.81M 0.47% 41
2023
Q4 		$11.8M Sell
157,424
-2,771
-2% -$197K 0.76% 22
2023
Q3 		$11M Sell
160,195
-28,779
-15% -$2.04M 0.77% 21
2023
Q2 		$13.3M Sell
188,974
-27,765
-13% -$1.84M 1.13% 17
2023
Q1 		$13.8M Buy
216,739
+13,019
+6% +$796K 1.2% 15
2022
Q4 		$11.9M Buy
203,720
+5,900
+3% +$354K 1.02% 19
2022
Q3 		$11.4M Buy
197,820
+8,161
+4% +$530K 1.14% 17
2022
Q2 		$11.4M Buy
189,659
+4,876
+3% +$323K 1.1% 17
2022
Q1 		$14.1M Buy
184,783
+1,653
+0.9% +$124K 1.22% 14
2021
Q4 		$15.3M Sell
183,130
-4,076
-2% -$328K 1.25% 11
2021
Q3 		$13.8M Sell
187,206
-5,467
-3% -$417K 1.21% 12
2021
Q2 		$14M Buy
192,673
+762
+0.4% +$52.7K 1.16% 12
2021
Q1 		$12.5M Sell
191,911
-15,750
-8% -$1.02M 1.1% 13
2020
Q4 		$13.3M Sell
207,661
-90,247
-30% -$5.47M 1.22% 13
2020
Q3 		$17.2M Sell
297,908
-6,400
-2% -$362K 1.59% 11
2020
Q2 		$15.8M Sell
304,308
-36,968
-11% -$1.77M 1.52% 12
2020
Q1 		$14.1M Buy
341,276
+5,500
+2% +$260K 1.61% 10
2019
Q4 		$16.3M Sell
335,776
-7,616
-2% -$353K 1.39% 14
2019
Q3 		$15.5M Buy
343,392
+10,312
+3% +$466K 1.42% 15
2019
Q2 		$14.9M Buy
333,080
+10,300
+3% +$453K 1.38% 14
2019
Q1 		$13.9M Buy
322,780
+92,960
+40% +$3.81M 1.32% 13
2018
Q4 		$8.66M Buy
229,820
+62,780
+38% +$2.54M 1.11% 20
2018
Q3 		$7.4M Buy
167,040
+76,600
+85% +$3.29M 0.83% 38
2018
Q2 		$3.68M Buy
90,440
+70,220
+347% +$2.82M 0.43% 95
2018
Q1 		$784K Buy
+20,220
New +$807K 0.09% 154
2015
Q2 		– Sell
-14,500
Closed -$413K – 199
2015
Q1 		$413K Hold
14,500
– – 0.06% 160
2014
Q4 		$405K Hold
14,500
– – 0.06% 164
2014
Q3 		$387K Hold
14,500
– – 0.06% 164
2014
Q2 		$381K Buy
14,500
+4,000
+38% +$101K 0.06% 163
2014
Q1 		$262K Sell
10,500
-7,000
-40% -$173K 0.05% 179
2013
Q4 		$432K Hold
17,500
– – 0.08% 157
2013
Q3 		$391K Sell
17,500
-17,500
-50% -$386K 0.08% 156
2013
Q2 		$735K Buy
+35,000
New +$742K 0.08% 157

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Goelzer Investment Management's IVW Position: Q2 2026 in Review

Goelzer Investment Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.77% in Q2 2026, selling an estimated $59.6K and leaving 58,230 shares worth $8.01M. The position accounts for 0.35% of the portfolio, ranked #54.

Goelzer Investment Management first reported a position in IVW in Q2 2013 and has held it in 42 quarters since. The position peaked at $17.2M in Q3 2020. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Goelzer Investment Management held 58,230 shares of iShares S&P 500 Growth ETF worth $8.01M as of Q2 2026.
  • Goelzer Investment Management sold 451 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $59.6K.
  • iShares S&P 500 Growth ETF made up 0.35% of Goelzer Investment Management's portfolio in Q2 2026, its #54 holding.
  • Goelzer Investment Management first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 42 quarters since.
  • Goelzer Investment Management's iShares S&P 500 Growth ETF position peaked at $17.2M in Q3 2020.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.