Gradient Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Gradient Capital Advisors’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 Q3	$761K	Hold	5,352	–	–	0.18%	89
2026 Q2	$736K	Hold	5,352	–	–	0.17%	90
2026 Q1	$605K	Hold	5,352	–	–	0.16%	94
2025 Q4	$660K	Hold	5,352	–	–	0.17%	91
2025 Q3	$646K	Hold	5,352	–	–	0.17%	90
2025 Q2	$589K	Hold	5,352	–	–	0.17%	93
2025 Q1	$497K	Hold	5,352	–	–	0.16%	93
2024 Q4	$543K	Sell	5,352 -134	-2%	-$13.4K	0.18%	87
2024 Q3	$525K	Hold	5,486	–	–	0.17%	89
2024 Q2	$508K	Buy	5,486 +364	+7%	+$31.4K	0.18%	88
2024 Q1	$433K	Hold	5,122	–	–	0.16%	101
2023 Q4	$385K	Hold	5,122	–	–	0.15%	105
2023 Q3	$350K	Hold	5,122	–	–	0.15%	102
2023 Q2	$361K	Hold	5,122	–	–	0.14%	101
2023 Q1	$327K	Hold	5,122	–	–	0.14%	104
2022 Q4	$300K	Hold	5,122	–	–	0.14%	106
2022 Q3	$296K	Hold	5,122	–	–	0.14%	100
2022 Q2	$309K	Buy	5,122 +1,894	+59%	+$125K	0.15%	93
2022 Q1	$247K	Hold	3,228	–	–	0.1%	108
2021 Q4	$270K	Hold	3,228	–	–	0.11%	105
2021 Q3	$239K	Hold	3,228	–	–	0.11%	109
2021 Q2	$235K	Hold	3,228	–	–	0.11%	107
2021 Q1	$210K	Hold	3,228	–	–	0.11%	104
2020 Q4	$206K	Buy	+3,228	New	+$196K	0.12%	100

Other funds holding IVW

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Gradient Capital Advisors's IVW Position: Q3 2026 in Review

Gradient Capital Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 5,352 shares worth $761K. The position accounts for 0.18% of the portfolio, ranked #89.

Gradient Capital Advisors first reported a position in IVW in Q4 2020 and has held it in 24 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Gradient Capital Advisors held 5,352 shares of iShares S&P 500 Growth ETF worth $761K as of Q3 2026.
Gradient Capital Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.18% of Gradient Capital Advisors's portfolio in Q3 2026, its #89 holding.
Gradient Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 24 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.