Kayne Anderson Rudnick Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kayne Anderson Rudnick Investment Management’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	$600K	Sell	4,358 -79	-2%	-$10.4K	﹤0.01%	469
2026 Q1	$502K	Hold	4,437	–	–	﹤0.01%	437
2025 Q4	$547K	Sell	4,437 -21	-0.5%	-$2.57K	﹤0.01%	443
2025 Q3	$538K	Hold	4,458	–	–	﹤0.01%	437
2025 Q2	$491K	Hold	4,458	–	–	﹤0.01%	432
2025 Q1	$414K	Hold	4,458	–	–	﹤0.01%	430
2024 Q4	$453K	Hold	4,458	–	–	﹤0.01%	416
2024 Q3	$427K	Hold	4,458	–	–	﹤0.01%	410
2024 Q2	$412K	Hold	4,458	–	–	﹤0.01%	426
2024 Q1	$377K	Buy	4,458 +1,168	+36%	+$93.8K	﹤0.01%	428
2023 Q4	$247K	Sell	3,290 -46	-1%	-$3.27K	﹤0.01%	423
2023 Q3	$228K	Buy	3,336 +1,872	+128%	+$132K	﹤0.01%	422
2023 Q2	$103K	Hold	1,464	–	–	﹤0.01%	459
2023 Q1	$93.6K	Hold	1,464	–	–	﹤0.01%	455
2022 Q4	$85.7K	Hold	1,464	–	–	﹤0.01%	475
2022 Q3	$85K	Hold	1,464	–	–	﹤0.01%	453
2022 Q2	$88K	Hold	1,464	–	–	﹤0.01%	447
2022 Q1	$112K	Hold	1,464	–	–	﹤0.01%	428
2021 Q4	$123K	Hold	1,464	–	–	﹤0.01%	436
2021 Q3	$108K	Hold	1,464	–	–	﹤0.01%	427
2021 Q2	$106K	Hold	1,464	–	–	﹤0.01%	425
2021 Q1	$95K	Hold	1,464	–	–	﹤0.01%	425
2020 Q4	$93K	Hold	1,464	–	–	﹤0.01%	409
2020 Q3	$85K	Hold	1,464	–	–	﹤0.01%	396
2020 Q2	$76K	Hold	1,464	–	–	﹤0.01%	386
2020 Q1	$60K	Sell	1,464 -332	-18%	-$15.7K	﹤0.01%	386
2019 Q4	$87K	Buy	1,796 +1,464	+441%	+$67.9K	﹤0.01%	372
2019 Q3	$15K	Hold	332	–	–	﹤0.01%	397
2019 Q2	$15K	Buy	+332	New	+$14.6K	﹤0.01%	394

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

Kayne Anderson Rudnick Investment Management's IVW Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q2 2026, selling an estimated $10.4K and leaving 4,358 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Kayne Anderson Rudnick Investment Management first reported a position in IVW in Q2 2019 and has held it in 29 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 4,358 shares of iShares S&P 500 Growth ETF worth $600K as of Q2 2026.
Kayne Anderson Rudnick Investment Management sold 79 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $10.4K.
iShares S&P 500 Growth ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #469 holding.
Kayne Anderson Rudnick Investment Management first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 29 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.