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REAP Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

REAP Financial 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 		$274K Buy
1,992
+29
+1% +$3.83K 0.05% 101
2026
Q1 		$222K Buy
1,963
+82
+4% +$9.86K 0.04% 121
2025
Q4 		$232K Sell
1,881
-140
-7% -$17.1K 0.05% 119
2025
Q3 		$244K Buy
2,021
+19
+0.9% +$2.19K 0.05% 105
2025
Q2 		$220K Buy
2,002
+197
+11% +$19.5K 0.05% 110
2025
Q1 		$168K Sell
1,805
-269
-13% -$27.1K 0.04% 109
2024
Q4 		$211K Sell
2,074
-85
-4% -$8.48K 0.05% 105
2024
Q3 		$207K Sell
2,159
-439
-17% -$40.5K 0.05% 110
2024
Q2 		$240K Buy
2,598
+388
+18% +$33.5K 0.06% 104
2024
Q1 		$187K Buy
2,210
+1,319
+148% +$106K 0.05% 126
2023
Q4 		$66.9K Buy
+891
New +$63.4K 0.02% 238

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

REAP Financial Group's IVW Position: Q2 2026 in Review

REAP Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 1.5% in Q2 2026, buying an estimated $3.83K and bringing the position to 1,992 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #101.

REAP Financial Group first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • REAP Financial Group held 1,992 shares of iShares S&P 500 Growth ETF worth $274K as of Q2 2026.
  • REAP Financial Group bought 29 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.83K.
  • iShares S&P 500 Growth ETF made up 0.05% of REAP Financial Group's portfolio in Q2 2026, its #101 holding.
  • REAP Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.