Raab & Moskowitz Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Raab & Moskowitz Asset 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	$631K	Hold	4,588	–	–	0.13%	121
2026 Q1	$519K	Sell	4,588 -202	-4%	-$24.3K	0.12%	132
2025 Q4	$590K	Sell	4,790 -215	-4%	-$26.3K	0.13%	125
2025 Q3	$604K	Buy	5,005 +1,096	+28%	+$126K	0.14%	119
2025 Q2	$430K	Hold	3,909	–	–	0.1%	141
2025 Q1	$363K	Sell	3,909 -843	-18%	-$85K	0.09%	147
2024 Q4	$482K	Hold	4,752	–	–	0.12%	129
2024 Q3	$455K	Buy	4,752 +1	+0%	+$92	0.12%	130
2024 Q2	$440K	Buy	4,751 +307	+7%	+$26.5K	0.12%	123
2024 Q1	$375K	Buy	4,444 +705	+19%	+$56.6K	0.11%	136
2023 Q4	$281K	Sell	3,739 -1	-0%	-$71	0.09%	146
2023 Q3	$256K	Hold	3,740	–	–	0.09%	146
2023 Q2	$264K	Buy	3,740 +259	+7%	+$17.1K	0.09%	147
2023 Q1	$222K	Buy	3,481 +32	+0.9%	+$1.96K	0.08%	151
2022 Q4	$202K	Buy	+3,449	New	+$207K	0.08%	153
2020 Q1	–	Sell	-1,796	Closed	-$86K	–	328
2019 Q4	$86K	Buy	+1,796	New	+$83.3K	0.03%	208
2018 Q4	–	Sell	-1,796	Closed	-$79K	–	332
2018 Q3	$79K	Sell	1,796 -3,200	-64%	-$138K	0.03%	224
2018 Q2	$203K	Buy	+4,996	New	+$201K	0.1%	163
2015 Q1	–	Sell	-1,224	Closed	-$34K	–	250
2014 Q4	$34K	Buy	+1,224	New	+$33.4K	0.02%	224

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

Raab & Moskowitz Asset Management's IVW Position: Q2 2026 in Review

Raab & Moskowitz Asset Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,588 shares worth $631K. The position accounts for 0.13% of the portfolio, ranked #121.

Raab & Moskowitz Asset Management first reported a position in IVW in Q4 2014 and has held it in 19 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Raab & Moskowitz Asset Management held 4,588 shares of iShares S&P 500 Growth ETF worth $631K as of Q2 2026.
Raab & Moskowitz Asset Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.13% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #121 holding.
Raab & Moskowitz Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 19 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.