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GPS Wealth Strategies Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

GPS Wealth Strategies 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 		$22.9K Sell
186
-1,429
-88% -$175K 0.02% 300
2025
Q3 		$195K Buy
1,615
+242
+18% +$27.8K 0.02% 349
2025
Q2 		$151K Buy
1,373
+1
+0.1% +$99 0.02% 373
2025
Q1 		$127K Buy
1,372
+430
+46% +$43.4K 0.02% 397
2024
Q4 		$95.7K Buy
942
+525
+126% +$52.4K 0.01% 443
2024
Q3 		$40K Hold
417
– – 0.01% 635
2024
Q2 		$38.6K Buy
417
+199
+91% +$17.2K 0.01% 596
2024
Q1 		$18.4K Sell
218
-342
-61% -$27.5K ﹤0.01% 738
2023
Q4 		$42.1K Sell
560
-86
-13% -$6.12K 0.01% 526
2023
Q3 		$44.2K Buy
646
+88
+16% +$6.23K 0.01% 503
2023
Q2 		$39.3K Hold
558
– – 0.01% 542
2023
Q1 		$35.6K Buy
+558
New +$34.1K 0.01% 550
2022
Q4 		– Sell
-982
Closed -$57K – 610
2022
Q3 		$57K Buy
982
+248
+34% +$16.1K 0.01% 409
2022
Q2 		$44K Hold
734
– – 0.01% 464
2022
Q1 		$56K Sell
734
-196
-21% -$14.7K 0.01% 400
2021
Q4 		$78K Sell
930
-250
-21% -$20.1K 0.02% 330
2021
Q3 		$87K Hold
1,180
– – 0.02% 309
2021
Q2 		$86K Hold
1,180
– – 0.02% 322
2021
Q1 		$76K Buy
+1,180
New +$76.3K 0.02% 319

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GPS Wealth Strategies Group's IVW Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 88% in Q4 2025, selling an estimated $175K and leaving 186 shares worth $22.9K. The position accounts for 0.02% of the portfolio, ranked #300.

GPS Wealth Strategies Group first reported a position in IVW in Q1 2021 and has held it in 19 quarters since. The position peaked at $195K in Q3 2025. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • GPS Wealth Strategies Group held 186 shares of iShares S&P 500 Growth ETF worth $22.9K as of Q4 2025.
  • GPS Wealth Strategies Group sold 1,429 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $175K.
  • iShares S&P 500 Growth ETF made up 0.02% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #300 holding.
  • GPS Wealth Strategies Group first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's iShares S&P 500 Growth ETF position peaked at $195K in Q3 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.