GWN Securities’s iShares S&P 500 Growth ETF IVW Stock Holding History

GWN Securities’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	$2.03M	Buy	14,787 +2,132	+17%	+$282K	0.34%	83
2026 Q1	$1.43M	Buy	12,655 +1,150	+10%	+$138K	0.27%	92
2025 Q4	$1.42M	Buy	11,505 +1,760	+18%	+$215K	0.29%	90
2025 Q3	$1.18M	Sell	9,745 -2,488	-20%	-$286K	0.27%	96
2025 Q2	$1.35M	Sell	12,233 -39,797	-76%	-$3.94M	0.25%	90
2025 Q1	$4.91M	Buy	52,030 +49,934	+2,382%	+$5.03M	0.28%	86
2024 Q4	$216K	Buy	+2,096	New	+$209K	0.06%	317

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GWN Securities's IVW Position: Q2 2026 in Review

GWN Securities increased its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q2 2026, buying an estimated $282K and bringing the position to 14,787 shares worth $2.03M. The position accounts for 0.34% of the portfolio, ranked #83.

GWN Securities first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.91M in Q1 2025. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

GWN Securities held 14,787 shares of iShares S&P 500 Growth ETF worth $2.03M as of Q2 2026.
GWN Securities bought 2,132 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $282K.
iShares S&P 500 Growth ETF made up 0.34% of GWN Securities's portfolio in Q2 2026, its #83 holding.
GWN Securities first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's iShares S&P 500 Growth ETF position peaked at $4.91M in Q1 2025.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.