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Rainey & Randall Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Rainey & Randall Wealth Advisors’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
Q2 		– Sell
-3,158
Closed -$293K – 74
2025
Q1 		$293K Hold
3,158
– – 0.06% 55
2024
Q4 		$321K Hold
3,158
– – 0.06% 42
2024
Q3 		$302K Hold
3,158
– – 0.06% 42
2024
Q2 		$292K Hold
3,158
– – 0.07% 39
2024
Q1 		$267K Sell
3,158
-130
-4% -$10.4K 0.06% 43
2023
Q4 		$247K Sell
3,288
-356
-10% -$25.3K 0.06% 41
2023
Q3 		$233K Buy
3,644
+243
+7% +$17.2K 0.07% 39
2023
Q2 		$240K Hold
3,401
– – 0.07% 40
2023
Q1 		$217K Sell
3,401
-3,337
-50% -$204K 0.07% 41
2022
Q4 		$394K Buy
6,738
+17
+0.3% +$1.02K 0.14% 29
2022
Q3 		$389K Buy
6,721
+750
+13% +$48.7K 0.15% 36
2022
Q2 		$360K Buy
5,971
+327
+6% +$21.6K 0.14% 37
2022
Q1 		$431K Buy
5,644
+94
+2% +$7.06K 0.16% 38
2021
Q4 		$464K Buy
5,550
+9
+0.2% +$725 0.19% 35
2021
Q3 		$410K Buy
5,541
+369
+7% +$28.1K 0.2% 34
2021
Q2 		$376K Buy
5,172
+449
+10% +$31.1K 0.18% 36
2021
Q1 		$308K Hold
4,723
– – 0.17% 37
2020
Q4 		$301K Sell
4,723
-3,145
-40% -$191K 0.18% 37
2020
Q3 		$454K Sell
7,868
-952
-11% -$53.9K 0.31% 30
2020
Q2 		$457K Buy
8,820
+16
+0.2% +$767 0.53% 15
2020
Q1 		$363K Sell
8,804
-1,596
-15% -$75.5K 0.57% 15
2019
Q4 		$503K Sell
10,400
-964
-8% -$44.7K 0.44% 21
2019
Q3 		$511K Hold
11,364
– – 0.51% 17
2019
Q2 		$509K Buy
11,364
+548
+5% +$24.1K 0.47% 20
2019
Q1 		$466K Hold
10,816
– – 0.33% 30
2018
Q4 		$407K Hold
10,816
– – 0.32% 32
2018
Q3 		$479K Hold
10,816
– – 0.34% 26
2018
Q2 		$440K Buy
10,816
+3,380
+45% +$136K 0.53% 17
2018
Q1 		$288K Buy
7,436
+1,228
+20% +$49K 0.22% 26
2017
Q4 		$237K Buy
+6,208
New +$232K 0.21% 30

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rainey & Randall Wealth Advisors's IVW Position: Q2 2025 in Review

Rainey & Randall Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 3,158 shares — an estimated $293K sold.

Rainey & Randall Wealth Advisors first reported a position in IVW in Q4 2017 and held it in 30 quarters. The position peaked at $511K in Q3 2019. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • Rainey & Randall Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Rainey & Randall Wealth Advisors sold 3,158 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $293K.
  • Rainey & Randall Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and held it in 30 quarters.
  • Rainey & Randall Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $511K in Q3 2019.
  • 1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.