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

Greykasell Wealth Strategies’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 		$265K Hold
2,346
– – 0.11% 130
2025
Q4 		$289K Hold
2,346
– – 0.11% 125
2025
Q3 		$283K Hold
2,346
– – 0.12% 119
2025
Q2 		$258K Hold
2,346
– – 0.12% 117
2025
Q1 		$218K Hold
2,346
– – 0.12% 117
2024
Q4 		$238K Buy
+2,346
New +$234K 0.13% 115

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

Greykasell Wealth Strategies's IVW Position: Q1 2026 in Review

Greykasell Wealth Strategies held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,346 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #130.

Greykasell Wealth Strategies first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $289K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Greykasell Wealth Strategies held 2,346 shares of iShares S&P 500 Growth ETF worth $265K as of Q1 2026.
  • Greykasell Wealth Strategies left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P 500 Growth ETF made up 0.11% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #130 holding.
  • Greykasell Wealth Strategies first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's iShares S&P 500 Growth ETF position peaked at $289K in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.