RFN
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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
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

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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

RDA Financial Network's IVW Position: Q2 2026 in Review

RDA Financial Network increased its iShares S&P 500 Growth ETF (IVW) stake by 6.2% in Q2 2026, buying an estimated $16.5K and bringing the position to 2,127 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #224.

RDA Financial Network first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. The position peaked at $762K in Q3 2024. 389 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • RDA Financial Network held 2,127 shares of iShares S&P 500 Growth ETF worth $293K as of Q2 2026.
  • RDA Financial Network bought 125 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $16.5K.
  • iShares S&P 500 Growth ETF made up 0.06% of RDA Financial Network's portfolio in Q2 2026, its #224 holding.
  • RDA Financial Network first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • RDA Financial Network's iShares S&P 500 Growth ETF position peaked at $762K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.