RCS Financial Planning
IVW icon

RCS Financial Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

RCS Financial Planning’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
Q3 		$1.16M Sell
8,146
-691
-8% -$95.8K 0.63% 30
2026
Q2 		$1.22M Sell
8,837
-262
-3% -$34.6K 0.58% 28
2026
Q1 		$1.03M Sell
9,099
-26,823
-75% -$3.23M 0.53% 31
2025
Q4 		$4.43M Buy
35,922
+1,800
+5% +$220K 1.91% 15
2025
Q3 		$4.12M Buy
34,122
+1,266
+4% +$146K 1.82% 15
2025
Q2 		$3.62M Sell
32,856
-258
-0.8% -$25.5K 1.8% 15
2025
Q1 		$3.07M Buy
33,114
+1,414
+4% +$143K 1.62% 15
2024
Q4 		$3.22M Buy
31,700
+614
+2% +$61.3K 1.71% 14
2024
Q3 		$2.98M Sell
31,086
-1,869
-6% -$173K 1.65% 13
2024
Q2 		$3.05M Buy
32,955
+14,822
+82% +$1.28M 1.8% 11
2024
Q1 		$1.53M Buy
18,133
+4,779
+36% +$384K 0.94% 26
2023
Q4 		$1M Buy
13,354
+3,259
+32% +$232K 0.66% 33
2023
Q3 		$693K Buy
+10,095
New +$714K 0.53% 36

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

RCS Financial Planning's IVW Position: Q3 2026 in Review

RCS Financial Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.8% in Q3 2026, selling an estimated $95.8K and leaving 8,146 shares worth $1.16M. The position accounts for 0.63% of the portfolio, ranked #30.

RCS Financial Planning first reported a position in IVW in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.43M in Q4 2025. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • RCS Financial Planning held 8,146 shares of iShares S&P 500 Growth ETF worth $1.16M as of Q3 2026.
  • RCS Financial Planning sold 691 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $95.8K.
  • iShares S&P 500 Growth ETF made up 0.63% of RCS Financial Planning's portfolio in Q3 2026, its #30 holding.
  • RCS Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • RCS Financial Planning's iShares S&P 500 Growth ETF position peaked at $4.43M in Q4 2025.
  • 1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.