SJGA
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Stephen J. Garry & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Stephen J. Garry & 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 		$920K Hold
6,690
– – 0.67% 25
2026
Q1 		$757K Sell
6,690
-600
-8% -$72.2K 0.61% 27
2025
Q4 		$899K Sell
7,290
-80
-1% -$9.79K 0.71% 24
2025
Q3 		$890K Sell
7,370
-240
-3% -$27.6K 0.71% 25
2025
Q2 		$838K Hold
7,610
– – 0.72% 21
2025
Q1 		$706K Hold
7,610
– – 0.66% 21
2024
Q4 		$773K Buy
7,610
+1,500
+25% +$150K 0.71% 22
2024
Q3 		$585K Hold
6,110
– – 0.56% 22
2024
Q2 		$565K Sell
6,110
-550
-8% -$47.4K 0.57% 22
2024
Q1 		$562K Sell
6,660
-472
-7% -$37.9K 0.58% 23
2023
Q4 		$536K Buy
+7,132
New +$508K 0.59% 22

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Stephen J. Garry & Associates's IVW Position: Q2 2026 in Review

Stephen J. Garry & Associates held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 6,690 shares worth $920K. The position accounts for 0.67% of the portfolio, ranked #25.

Stephen J. Garry & Associates first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Stephen J. Garry & Associates held 6,690 shares of iShares S&P 500 Growth ETF worth $920K as of Q2 2026.
  • Stephen J. Garry & Associates left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.67% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #25 holding.
  • Stephen J. Garry & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.