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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
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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IVW Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.2% in Q1 2026, selling an estimated $532K and leaving 67,254 shares worth $7.61M. The position accounts for 0.24% of the portfolio, ranked #43.

Retirement Planning Group (Kansas) first reported a position in IVW in Q2 2022 and has held it in 16 quarters since. The position peaked at $9M in Q3 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Retirement Planning Group (Kansas) held 67,254 shares of iShares S&P 500 Growth ETF worth $7.61M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 4,421 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $532K.
  • iShares S&P 500 Growth ETF made up 0.24% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #43 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Retirement Planning Group (Kansas)'s iShares S&P 500 Growth ETF position peaked at $9M in Q3 2025.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.