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GSB Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

GSB Wealth 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
2026
Q1 		$1.75M Sell
15,464
-148
-0.9% -$17.8K 0.39% 79
2025
Q4 		$1.92M Buy
15,612
+160
+1% +$19.6K 0.44% 72
2025
Q3 		$1.87M Sell
15,452
-23
-0.1% -$2.65K 0.42% 75
2025
Q2 		$1.7M Sell
15,475
-193
-1% -$19.1K 0.42% 76
2025
Q1 		$1.45M Sell
15,668
-46
-0.3% -$4.64K 0.38% 86
2024
Q4 		$1.6M Sell
15,714
-595
-4% -$59.4K 0.41% 77
2024
Q3 		$1.56M Sell
16,309
-85
-0.5% -$7.85K 0.4% 80
2024
Q2 		$1.52M Buy
16,394
+249
+2% +$21.5K 0.41% 79
2024
Q1 		$1.36M Sell
16,145
-596
-4% -$47.9K 0.38% 84
2023
Q4 		$1.26M Buy
16,741
+67
+0.4% +$4.77K 0.39% 87
2023
Q3 		$1.14M Buy
16,674
+186
+1% +$13.2K 0.38% 87
2023
Q2 		$1.16M Buy
16,488
+1,519
+10% +$100K 0.38% 86
2023
Q1 		$956K Buy
14,969
+1,401
+10% +$85.6K 0.31% 103
2022
Q4 		$794K Sell
13,568
-196
-1% -$11.8K 0.28% 112
2022
Q3 		$796K Sell
13,764
-117
-0.8% -$7.6K 0.29% 117
2022
Q2 		$838K Sell
13,881
-1,078
-7% -$71.3K 0.29% 115
2022
Q1 		$1.14M Sell
14,959
-338
-2% -$25.4K 0.33% 105
2021
Q4 		$1.28M Buy
+15,297
New +$1.23M 0.37% 96
2021
Q3 		– Sell
-16,662
Closed -$1.21M – 184
2021
Q2 		$1.21M Sell
16,662
-574
-3% -$39.7K 0.38% 88
2021
Q1 		$1.12M Buy
+17,236
New +$1.11M 0.37% 88

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

GSB Wealth Management's IVW Position: Q1 2026 in Review

GSB Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.95% in Q1 2026, selling an estimated $17.8K and leaving 15,464 shares worth $1.75M. The position accounts for 0.39% of the portfolio, ranked #79.

GSB Wealth Management first reported a position in IVW in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.92M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • GSB Wealth Management held 15,464 shares of iShares S&P 500 Growth ETF worth $1.75M as of Q1 2026.
  • GSB Wealth Management sold 148 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $17.8K.
  • iShares S&P 500 Growth ETF made up 0.39% of GSB Wealth Management's portfolio in Q1 2026, its #79 holding.
  • GSB Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • GSB Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.92M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.