RCM
IVW icon

Raleigh Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Raleigh Capital 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 		$2.52M Sell
18,333
-625
-3% -$82.5K 0.8% 31
2026
Q1 		$2.14M Buy
18,958
+820
+5% +$98.6K 0.74% 42
2025
Q4 		$2.24M Buy
18,138
+698
+4% +$85.4K 0.81% 32
2025
Q3 		$2.11M Sell
17,440
-275
-2% -$31.6K 0.8% 37
2025
Q2 		$1.95M Sell
17,715
-2,389
-12% -$236K 0.82% 34
2025
Q1 		$1.87M Sell
20,104
-388
-2% -$39.1K 0.85% 32
2024
Q4 		$2.08M Sell
20,492
-793
-4% -$79.1K 0.8% 27
2024
Q3 		$2.04M Sell
21,285
-1,649
-7% -$152K 0.79% 30
2024
Q2 		$2.12M Buy
22,934
+7,944
+53% +$685K 0.9% 20
2024
Q1 		$1.27M Buy
14,990
+10,225
+215% +$822K 0.55% 57
2023
Q4 		$358K Sell
4,765
-50
-1% -$3.56K 0.17% 134
2023
Q3 		$329K Buy
+4,815
New +$341K 0.17% 129
2022
Q4 		– Sell
-761
Closed -$44K – 835
2022
Q3 		$44K Buy
+761
New +$49.4K 0.03% 241

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
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Raleigh Capital Management's IVW Position: Q2 2026 in Review

Raleigh Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q2 2026, selling an estimated $82.5K and leaving 18,333 shares worth $2.52M. The position accounts for 0.8% of the portfolio, ranked #31.

Raleigh Capital Management first reported a position in IVW in Q3 2022 and has held it in 13 quarters since. 617 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Raleigh Capital Management held 18,333 shares of iShares S&P 500 Growth ETF worth $2.52M as of Q2 2026.
  • Raleigh Capital Management sold 625 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $82.5K.
  • iShares S&P 500 Growth ETF made up 0.8% of Raleigh Capital Management's portfolio in Q2 2026, its #31 holding.
  • Raleigh Capital Management first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 13 quarters since.
  • 617 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.