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Graney & King’s iShares S&P 500 Growth ETF IVW Stock Holding History

Graney & King’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
Q1 		$64.2K Sell
567
-9
-2% -$1.08K 0.03% 122
2025
Q4 		$71K Sell
576
-241
-29% -$29.5K 0.04% 108
2025
Q3 		$98.7K Hold
817
– – 0.07% 89
2025
Q2 		$90K Sell
817
-27
-3% -$2.67K 0.06% 90
2025
Q1 		$78.4K Hold
844
– – 0.06% 89
2024
Q4 		$85.7K Buy
+844
New +$84.2K 0.06% 89

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

Graney & King's IVW Position: Q1 2026 in Review

Graney & King reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q1 2026, selling an estimated $1.08K and leaving 567 shares worth $64.2K. The position accounts for 0.03% of the portfolio, ranked #122.

Graney & King first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $98.7K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Graney & King held 567 shares of iShares S&P 500 Growth ETF worth $64.2K as of Q1 2026.
  • Graney & King sold 9 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.08K.
  • iShares S&P 500 Growth ETF made up 0.03% of Graney & King's portfolio in Q1 2026, its #122 holding.
  • Graney & King first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Graney & King's iShares S&P 500 Growth ETF position peaked at $98.7K in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.