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Retirement Planning Group (Kansas)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Retirement Planning Group (Kansas)’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 		$9.1M Sell
66,198
-1,056
-2% -$139K 0.23% 48
2026
Q1 		$7.61M Sell
67,254
-4,421
-6% -$532K 0.24% 43
2025
Q4 		$8.83M Sell
71,675
-2,887
-4% -$353K 0.29% 38
2025
Q3 		$9M Sell
74,562
-305
-0.4% -$35.1K 0.31% 39
2025
Q2 		$8.24M Buy
74,867
+1,901
+3% +$188K 0.35% 32
2025
Q1 		$6.77M Sell
72,966
-1,212
-2% -$122K 0.32% 33
2024
Q4 		$7.53M Sell
74,178
-1,261
-2% -$126K 0.38% 32
2024
Q3 		$7.22M Buy
75,439
+16,102
+27% +$1.49M 0.39% 33
2024
Q2 		$5.49M Sell
59,337
-8,206
-12% -$707K 0.35% 34
2024
Q1 		$5.7M Buy
67,543
+5,882
+10% +$473K 0.44% 32
2023
Q4 		$4.63M Sell
61,661
-6,644
-10% -$473K 0.41% 27
2023
Q3 		$4.67M Sell
68,305
-3,716
-5% -$263K 0.5% 23
2023
Q2 		$5.08M Sell
72,021
-1,079
-1% -$71.3K 0.51% 20
2023
Q1 		$4.67M Buy
73,100
+38,301
+110% +$2.34M 0.5% 22
2022
Q4 		$2.04M Sell
34,799
-28,937
-45% -$1.74M 0.23% 42
2022
Q3 		$3.69M Buy
63,736
+12,786
+25% +$831K 0.46% 21
2022
Q2 		$3.08M Buy
+50,950
New +$3.37M 0.38% 24

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

Retirement Planning Group (Kansas)'s IVW Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q2 2026, selling an estimated $139K and leaving 66,198 shares worth $9.1M. The position accounts for 0.23% of the portfolio, ranked #48.

Retirement Planning Group (Kansas) first reported a position in IVW in Q2 2022 and has held it in 17 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Retirement Planning Group (Kansas) held 66,198 shares of iShares S&P 500 Growth ETF worth $9.1M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 1,056 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $139K.
  • iShares S&P 500 Growth ETF made up 0.23% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #48 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.