Ramiah Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ramiah Investment Group’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	$1.46M	Buy	10,626 +5,099	+92%	+$673K	1.12%	23
2026 Q1	$625K	Sell	5,527 -20,466	-79%	-$2.46M	0.55%	24
2025 Q4	$3.2M	Sell	25,993 -3,455	-12%	-$423K	2.78%	10
2025 Q3	$3.55M	Buy	29,448 +19,607	+199%	+$2.26M	3.15%	10
2025 Q2	$1.08M	Buy	+9,841	New	+$974K	1.17%	16
2023 Q4	–	Sell	-103,208	Closed	-$7.06M	–	71
2023 Q3	$7.06M	Buy	103,208 +24,248	+31%	+$1.72M	7.33%	5
2023 Q2	$5.57M	Buy	+78,960	New	+$5.22M	5.43%	7
2021 Q1	–	Sell	-170,088	Closed	-$10.9M	–	94
2020 Q4	$10.9M	Sell	170,088 -34,596	-17%	-$2.1M	9.04%	5
2020 Q3	$11.8M	Buy	204,684 +7,208	+4%	+$408K	11.45%	3
2020 Q2	$10.2M	Buy	197,476 +116,524	+144%	+$5.59M	10.81%	3
2020 Q1	$3.34M	Sell	80,952 -92,268	-53%	-$4.36M	5.93%	3
2019 Q4	$8.39M	Buy	+173,220	New	+$8.03M	8.28%	3

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

Ramiah Investment Group's IVW Position: Q2 2026 in Review

Ramiah Investment Group increased its iShares S&P 500 Growth ETF (IVW) stake by 92% in Q2 2026, buying an estimated $673K and bringing the position to 10,626 shares worth $1.46M. The position accounts for 1.12% of the portfolio, ranked #23.

Ramiah Investment Group first reported a position in IVW in Q4 2019 and has held it in 12 quarters since. The position peaked at $11.8M in Q3 2020. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Ramiah Investment Group held 10,626 shares of iShares S&P 500 Growth ETF worth $1.46M as of Q2 2026.
Ramiah Investment Group bought 5,099 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $673K.
iShares S&P 500 Growth ETF made up 1.12% of Ramiah Investment Group's portfolio in Q2 2026, its #23 holding.
Ramiah Investment Group first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 12 quarters since.
Ramiah Investment Group's iShares S&P 500 Growth ETF position peaked at $11.8M in Q3 2020.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ramiah Investment Group's 13F filing for Q2 2026, filed 16 Jul 2026.