RWA
IVW icon

Resolute Wealth Advisor’s iShares S&P 500 Growth ETF IVW Stock Holding History

Resolute Wealth Advisor’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 		$10.5M Buy
+92,942
New +$11.2M 5.98% 5
2025
Q2 		$10.5M Buy
+92,942
New +$9.2M 5.98% 5

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 $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Resolute Wealth Advisor's IVW Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2026: 92,942 shares worth $10.5M. The stake represents 5.98% of the portfolio and ranks #5 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in IVW as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in IVW in Q2 2025 and has held it in 2 quarters since. 2,047 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Resolute Wealth Advisor held 92,942 shares of iShares S&P 500 Growth ETF worth $10.5M as of Q1 2026.
  • iShares S&P 500 Growth ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares S&P 500 Growth ETF made up 5.98% of Resolute Wealth Advisor's portfolio in Q1 2026, its #5 holding.
  • Resolute Wealth Advisor first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 2,047 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.