RDA Financial Network
IVW icon

RDA Financial Network’s iShares S&P 500 Growth ETF IVW Stock Holding History

RDA Financial Network’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 		$313K Buy
2,203
+76
+4% +$10.5K 0.07% 202
2026
Q2 		$293K Buy
2,127
+125
+6% +$16.5K 0.06% 224
2026
Q1 		$226K Buy
2,002
+332
+20% +$39.9K 0.06% 247
2025
Q4 		$206K Buy
+1,670
New +$204K 0.05% 262
2025
Q3 		– Sell
-2,805
Closed -$309K – 269
2025
Q2 		$309K Sell
2,805
-657
-19% -$65K 0.08% 203
2025
Q1 		$321K Sell
3,462
-142
-4% -$14.3K 0.1% 184
2024
Q4 		$366K Sell
3,604
-4,355
-55% -$434K 0.11% 168
2024
Q3 		$762K Buy
7,959
+4,968
+166% +$459K 0.24% 107
2024
Q2 		$277K Sell
2,991
-1,038
-26% -$89.5K 0.09% 187
2024
Q1 		$340K Buy
4,029
+1,092
+37% +$87.7K 0.12% 166
2023
Q4 		$221K Sell
2,937
-46
-2% -$3.27K 0.08% 213
2023
Q3 		$204K Buy
+2,983
New +$211K 0.09% 207

Other funds holding IVW

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

RDA Financial Network's IVW Position: Q3 2026 in Review

RDA Financial Network increased its iShares S&P 500 Growth ETF (IVW) stake by 3.6% in Q3 2026, buying an estimated $10.5K and bringing the position to 2,203 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #202.

RDA Financial Network first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. The position peaked at $762K in Q3 2024. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • RDA Financial Network held 2,203 shares of iShares S&P 500 Growth ETF worth $313K as of Q3 2026.
  • RDA Financial Network bought 76 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $10.5K.
  • iShares S&P 500 Growth ETF made up 0.07% of RDA Financial Network's portfolio in Q3 2026, its #202 holding.
  • RDA Financial Network first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • RDA Financial Network's iShares S&P 500 Growth ETF position peaked at $762K in Q3 2024.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.