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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RCS Financial Planning's IVW Position: Q1 2026 in Review

RCS Financial Planning reduced its iShares S&P 500 Growth ETF (IVW) stake by 75% in Q1 2026, selling an estimated $3.23M and leaving 9,099 shares worth $1.03M. The position accounts for 0.53% of the portfolio, ranked #31.

RCS Financial Planning first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.43M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

RCS Financial Planning held 9,099 shares of iShares S&P 500 Growth ETF worth $1.03M as of Q1 2026.
RCS Financial Planning sold 26,823 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.23M.
iShares S&P 500 Growth ETF made up 0.53% of RCS Financial Planning's portfolio in Q1 2026, its #31 holding.
RCS Financial Planning first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
RCS Financial Planning's iShares S&P 500 Growth ETF position peaked at $4.43M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.