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GW Henssler & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

GW Henssler & Associates’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 		$220K Buy
+1,597
New +$211K 0.01% 236
2026
Q1 		– Sell
-1,711
Closed -$211K – 240
2025
Q4 		$211K Sell
1,711
-146
-8% -$17.9K 0.01% 217
2025
Q3 		$224K Buy
+1,857
New +$214K 0.01% 194

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GW Henssler & Associates's IVW Position: Q2 2026 in Review

GW Henssler & Associates opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,597 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings. This is a return to the name: GW Henssler & Associates previously reported a position in IVW as recently as Q4 2025.

GW Henssler & Associates first reported a position in IVW in Q3 2025 and has held it in 3 quarters since. The position peaked at $224K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • GW Henssler & Associates held 1,597 shares of iShares S&P 500 Growth ETF worth $220K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new GW Henssler & Associates position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #236 holding.
  • GW Henssler & Associates first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • GW Henssler & Associates's iShares S&P 500 Growth ETF position peaked at $224K in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.