Gutierrez Wealth Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Gutierrez Wealth Advisory’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	$505K	Sell	4,463 -114	-2%	-$13.7K	0.31%	37
2025 Q4	$564K	Sell	4,577 -879	-16%	-$108K	0.35%	33
2025 Q3	$659K	Sell	5,456 -11	-0.2%	-$1.26K	0.42%	28
2025 Q2	$602K	Buy	5,467 +2,402	+78%	+$238K	0.4%	31
2025 Q1	$285K	Sell	3,065 -2,296	-43%	-$231K	0.23%	35
2024 Q4	$544K	Buy	+5,361	New	+$535K	0.45%	20

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Gutierrez Wealth Advisory's IVW Position: Q1 2026 in Review

Gutierrez Wealth Advisory reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.5% in Q1 2026, selling an estimated $13.7K and leaving 4,463 shares worth $505K. The position accounts for 0.31% of the portfolio, ranked #37.

Gutierrez Wealth Advisory first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $659K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Gutierrez Wealth Advisory held 4,463 shares of iShares S&P 500 Growth ETF worth $505K as of Q1 2026.
Gutierrez Wealth Advisory sold 114 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $13.7K.
iShares S&P 500 Growth ETF made up 0.31% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #37 holding.
Gutierrez Wealth Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Gutierrez Wealth Advisory's iShares S&P 500 Growth ETF position peaked at $659K in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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