Resources Management Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History

Resources Management Corp’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	$272K	Sell	2,404 -121	-5%	-$14.6K	0.04%	170
2025 Q4	$311K	Buy	2,525 +121	+5%	+$14.8K	0.04%	161
2025 Q3	$290K	Hold	2,404	–	–	0.04%	168
2025 Q2	$265K	Hold	2,404	–	–	0.04%	180
2025 Q1	$223K	Hold	2,404	–	–	0.03%	203
2024 Q4	$244K	Sell	2,404 -5	-0.2%	-$499	0.03%	205
2024 Q3	$231K	Hold	2,409	–	–	0.03%	215
2024 Q2	$223K	Hold	2,409	–	–	0.03%	213
2024 Q1	$203K	Hold	2,409	–	–	0.03%	218
2023 Q4	$181K	Buy	2,409 +5	+0.2%	+$356	0.03%	226
2023 Q3	$164K	Hold	2,404	–	–	0.03%	229
2023 Q2	$169K	Buy	2,404 +2,259	+1,558%	+$149K	0.03%	230
2023 Q1	$23K	Sell	145 -2,205	-94%	-$135K	﹤0.01%	322
2022 Q4	$137K	Hold	2,350	–	–	0.02%	247
2022 Q3	$136K	Hold	2,350	–	–	0.02%	250
2022 Q2	$142K	Hold	2,350	–	–	0.02%	251
2022 Q1	$179K	Hold	2,350	–	–	0.03%	248
2021 Q4	$197K	Hold	2,350	–	–	0.03%	249
2021 Q3	$174K	Sell	2,350 -450	-16%	-$34.3K	0.03%	246
2021 Q2	$204K	Hold	2,800	–	–	0.03%	249
2021 Q1	$182K	Hold	2,800	–	–	0.03%	244
2020 Q4	$179K	Buy	+2,800	New	+$170K	0.03%	238

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Resources Management Corp's IVW Position: Q1 2026 in Review

Resources Management Corp reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.8% in Q1 2026, selling an estimated $14.6K and leaving 2,404 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #170.

Resources Management Corp first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $311K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Resources Management Corp held 2,404 shares of iShares S&P 500 Growth ETF worth $272K as of Q1 2026.
Resources Management Corp sold 121 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $14.6K.
iShares S&P 500 Growth ETF made up 0.04% of Resources Management Corp's portfolio in Q1 2026, its #170 holding.
Resources Management Corp first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Resources Management Corp's iShares S&P 500 Growth ETF position peaked at $311K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.