Great Lakes Retirement’s iShares S&P 500 Growth ETF IVW Stock Holding History

Great Lakes Retirement’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	$364K	Sell	2,647 -261	-9%	-$34.5K	0.03%	189
2026 Q1	$329K	Sell	2,908 -2,251	-44%	-$271K	0.03%	194
2025 Q4	$636K	Buy	+5,159	New	+$631K	0.07%	174
2025 Q3	–	Sell	-5,978	Closed	-$658K	–	205
2025 Q2	$658K	Sell	5,978 -1,080	-15%	-$107K	0.08%	160
2025 Q1	$655K	Sell	7,058 -92	-1%	-$9.28K	0.09%	160
2024 Q4	$726K	Sell	7,150 -196	-3%	-$19.6K	0.09%	157
2024 Q3	$703K	Hold	7,346	–	–	0.09%	156
2024 Q2	$680K	Hold	7,346	–	–	0.09%	154
2024 Q1	$620K	Sell	7,346 -1,734	-19%	-$139K	0.09%	159
2023 Q4	$682K	Hold	9,080	–	–	0.11%	153
2023 Q3	$623K	Buy	9,080 +939	+12%	+$66.5K	0.11%	153
2023 Q2	$574K	Hold	8,141	–	–	0.1%	156
2023 Q1	$520K	Hold	8,141	–	–	0.1%	158
2022 Q4	$476K	Buy	+8,141	New	+$489K	0.12%	119

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Great Lakes Retirement's IVW Position: Q2 2026 in Review

Great Lakes Retirement reduced its iShares S&P 500 Growth ETF (IVW) stake by 9% in Q2 2026, selling an estimated $34.5K and leaving 2,647 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #189.

Great Lakes Retirement first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $726K in Q4 2024. 1,117 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Great Lakes Retirement held 2,647 shares of iShares S&P 500 Growth ETF worth $364K as of Q2 2026.
Great Lakes Retirement sold 261 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $34.5K.
iShares S&P 500 Growth ETF made up 0.03% of Great Lakes Retirement's portfolio in Q2 2026, its #189 holding.
Great Lakes Retirement first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Great Lakes Retirement's iShares S&P 500 Growth ETF position peaked at $726K in Q4 2024.
1,117 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.