GCM
IVW icon

Graham Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Graham Capital 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
2025
Q2 		– Sell
-44,310
Closed -$4.11M – 1444
2025
Q1 		$4.11M Buy
+44,310
New +$4.47M 0.07% 160

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Graham Capital Management's IVW Position: Q2 2025 in Review

Graham Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 44,310 shares — an estimated $4.11M sold.

Graham Capital Management first reported a position in IVW in Q1 2025 and held it in 1 quarter. The position peaked at $4.11M in Q1 2025. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Graham Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Graham Capital Management sold 44,310 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $4.11M.
  • Graham Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Graham Capital Management's iShares S&P 500 Growth ETF position peaked at $4.11M in Q1 2025.
  • 1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Graham Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.