WGC
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Watts Gwilliam & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$16.2M Buy
134,238
+263
+0.2% +$30.2K 2.61% 7
2025
Q2 		$16.1M Buy
133,975
+6,297
+5% +$623K 2.64% 6
2025
Q1 		$11.9M Buy
127,678
+8,262
+7% +$833K 2.57% 7
2024
Q4 		$12.2M Buy
119,416
+7,334
+7% +$732K 2.58% 6
2024
Q3 		$10.8M Buy
+112,082
New +$10.3M 2.35% 9
2024
Q1 		$9.87M Buy
+115,763
New +$9.3M 3.05% 8

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

Watts Gwilliam & Co's IVW Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares S&P 500 Growth ETF (IVW) stake by 0.2% in Q3 2025, buying an estimated $30.2K and bringing the position to 134,238 shares worth $16.2M. The position accounts for 2.61% of the portfolio, ranked #7.

Watts Gwilliam & Co first reported a position in IVW in Q1 2024 and has held it in 6 quarters since. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Watts Gwilliam & Co held 134,238 shares of iShares S&P 500 Growth ETF worth $16.2M as of Q3 2025.
  • Watts Gwilliam & Co bought 263 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $30.2K.
  • iShares S&P 500 Growth ETF made up 2.61% of Watts Gwilliam & Co's portfolio in Q3 2025, its #7 holding.
  • Watts Gwilliam & Co first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.