Red Door Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Red Door Wealth Management’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	$271K	Buy	+1,972	New	+$260K	0.02%	272

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Red Door Wealth Management's IVW Position: Q2 2026 in Review

Red Door Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,972 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #272 among its holdings.

1,319 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Red Door Wealth Management held 1,972 shares of iShares S&P 500 Growth ETF worth $271K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Red Door Wealth Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.02% of Red Door Wealth Management's portfolio in Q2 2026, its #272 holding.
1,319 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.