Retirement Income Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.97M | Hold |
26,284
| – | – | 0.51% | 28 |
|
|
2026
Q1 | $2.97M | Hold |
26,284
| – | – | 0.51% | 29 |
|
|
2025
Q4 | $3.24M | Sell |
26,284
-41
| -0.2% | -$5.02K | 0.55% | 28 |
|
|
2025
Q3 | $3.18M | Sell |
26,325
-144
| -0.5% | -$16.6K | 0.54% | 27 |
|
|
2025
Q2 | $2.91M | Buy |
26,469
+334
| +1% | +$33.1K | 0.53% | 27 |
|
|
2025
Q1 | $2.43M | Sell |
26,135
-20
| -0.1% | -$2.02K | 0.51% | 26 |
|
|
2024
Q4 | $2.66M | Buy |
26,155
+2,082
| +9% | +$208K | 0.54% | 24 |
|
|
2024
Q3 | $2.3M | Hold |
24,073
| – | – | 0.53% | 26 |
|
|
2024
Q2 | $2.23M | Sell |
24,073
-1,785
| -7% | -$154K | 0.54% | 26 |
|
|
2024
Q1 | $2.18M | Sell |
25,858
-77
| -0.3% | -$6.19K | 0.5% | 29 |
|
|
2023
Q4 | $1.95M | Hold |
25,935
| – | – | 0.48% | 29 |
|
|
2023
Q3 | $1.77M | Sell |
25,935
-532
| -2% | -$37.6K | 0.5% | 29 |
|
|
2023
Q2 | $1.87M | Hold |
26,467
| – | – | 0.5% | 29 |
|
|
2023
Q1 | $1.69M | Sell |
26,467
-1,293
| -5% | -$79K | 0.49% | 29 |
|
|
2022
Q4 | $1.62M | Sell |
27,760
-930
| -3% | -$55.8K | 0.52% | 26 |
|
|
2022
Q3 | $1.69M | Sell |
28,690
-340
| -1% | -$22.1K | 0.61% | 26 |
|
|
2022
Q2 | $1.75M | Sell |
29,030
-327
| -1% | -$21.6K | 0.62% | 24 |
|
|
2022
Q1 | $2.24M | Sell |
29,357
-2,876
| -9% | -$216K | 0.62% | 22 |
|
|
2021
Q4 | $2.7M | Sell |
32,233
-261
| -0.8% | -$21K | 0.72% | 20 |
|
|
2021
Q3 | $2.4M | Sell |
32,494
-1,775
| -5% | -$135K | 0.8% | 20 |
|
|
2021
Q2 | $2.49M | Sell |
34,269
-26,261
| -43% | -$1.82M | 0.85% | 19 |
|
|
2021
Q1 | $3.94M | Sell |
60,530
-454
| -0.7% | -$29.3K | 1.36% | 14 |
|
|
2020
Q4 | $3.89M | Buy |
60,984
+1,732
| +3% | +$105K | 1.41% | 14 |
|
|
2020
Q3 | $3.42M | Sell |
59,252
-12,708
| -18% | -$719K | 1.52% | 14 |
|
|
2020
Q2 | $3.73M | Buy |
71,960
+14,588
| +25% | +$699K | 1.58% | 14 |
|
|
2020
Q1 | $2.37M | Sell |
57,372
-4,400
| -7% | -$208K | 1.33% | 10 |
|
|
2019
Q4 | $2.99M | Buy |
61,772
+16,872
| +38% | +$782K | 1.24% | 11 |
|
|
2019
Q3 | $2.02M | Sell |
44,900
-1,956
| -4% | -$88.5K | 1.08% | 13 |
|
|
2019
Q2 | $2.1M | Buy |
46,856
+16,188
| +53% | +$712K | 1.12% | 13 |
|
|
2019
Q1 | $1.32M | Sell |
30,668
-1,760
| -5% | -$72.1K | 0.76% | 13 |
|
|
2018
Q4 | $1.22M | Buy |
32,428
+5,700
| +21% | +$231K | 0.79% | 13 |
|
|
2018
Q3 | $1.18M | Sell |
26,728
-1,024
| -4% | -$44K | 0.66% | 15 |
|
|
2018
Q2 | $1.13M | Sell |
27,752
-11,228
| -29% | -$451K | 0.69% | 15 |
|
|
2018
Q1 | $1.51M | Buy |
38,980
+2,568
| +7% | +$102K | 0.92% | 13 |
|
|
2017
Q4 | $1.39M | Buy |
+36,412
| New | +$1.36M | 0.82% | 14 |
|
Other funds holding IVW
Retirement Income Solutions's IVW Position: Q2 2026 in Review
Retirement Income Solutions held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 26,284 shares worth $2.97M. The position accounts for 0.51% of the portfolio, ranked #28.
Retirement Income Solutions first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.94M in Q1 2021. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Retirement Income Solutions held 26,284 shares of iShares S&P 500 Growth ETF worth $2.97M as of Q2 2026.
- Retirement Income Solutions left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
- iShares S&P 500 Growth ETF made up 0.51% of Retirement Income Solutions's portfolio in Q2 2026, its #28 holding.
- Retirement Income Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- Retirement Income Solutions's iShares S&P 500 Growth ETF position peaked at $3.94M in Q1 2021.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.