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

Resolute Wealth Strategies’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 		$6.27M Buy
45,624
+766
+2% +$101K 2.43% 11
2026
Q1 		$5.07M Sell
44,858
-230
-0.5% -$27.7K 2.19% 13
2025
Q4 		$5.56M Buy
45,088
+18
+0% +$2.2K 2.44% 12
2025
Q3 		$5.44M Sell
45,070
-260
-0.6% -$29.9K 2.49% 11
2025
Q2 		$4.99M Sell
45,330
-77
-0.2% -$7.62K 2.67% 9
2025
Q1 		$4.22M Sell
45,407
-39,228
-46% -$3.95M 2.35% 11
2024
Q4 		$8.59M Sell
84,635
-1,492
-2% -$149K 4.42% 5
2024
Q3 		$8.25M Sell
86,127
-1,224
-1% -$113K 4.28% 5
2024
Q2 		$8.08M Sell
87,351
-863
-1% -$74.4K 4.66% 5
2024
Q1 		$7.45M Sell
88,214
-37,202
-30% -$2.99M 4.51% 4
2023
Q4 		$9.42M Sell
125,416
-391
-0.3% -$27.8K 6.39% 3
2023
Q3 		$8.61M Sell
125,807
-2,669
-2% -$189K 6.44% 3
2023
Q2 		$9.05M Sell
128,476
-364
-0.3% -$24.1K 7.02% 2
2023
Q1 		$8.23M Buy
+128,840
New +$7.88M 7.01% 2

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

Resolute Wealth Strategies's IVW Position: Q2 2026 in Review

Resolute Wealth Strategies increased its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q2 2026, buying an estimated $101K and bringing the position to 45,624 shares worth $6.27M. The position accounts for 2.43% of the portfolio, ranked #11.

Resolute Wealth Strategies first reported a position in IVW in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.42M in Q4 2023. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Resolute Wealth Strategies held 45,624 shares of iShares S&P 500 Growth ETF worth $6.27M as of Q2 2026.
  • Resolute Wealth Strategies bought 766 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $101K.
  • iShares S&P 500 Growth ETF made up 2.43% of Resolute Wealth Strategies's portfolio in Q2 2026, its #11 holding.
  • Resolute Wealth Strategies first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Resolute Wealth Strategies's iShares S&P 500 Growth ETF position peaked at $9.42M in Q4 2023.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.