Retirement Wealth Solutions
IVW icon

Retirement Wealth Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Retirement Wealth Solutions’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
Q3 		$7.82M Buy
54,962
+4,549
+9% +$631K 4.13% 5
2026
Q2 		$6.93M Buy
50,413
+3,424
+7% +$452K 3.82% 5
2026
Q1 		$5.31M Buy
46,989
+4,557
+11% +$548K 3.35% 8
2025
Q4 		$5.23M Buy
42,432
+2,334
+6% +$286K 3.31% 9
2025
Q3 		$4.84M Buy
40,098
+4,320
+12% +$497K 3.18% 8
2025
Q2 		$3.94M Sell
35,778
-682
-2% -$67.5K 2.88% 9
2025
Q1 		$3.38M Buy
36,460
+6,261
+21% +$631K 2.73% 8
2024
Q4 		$3.05M Buy
+30,199
New +$3.01M 2.58% 9

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Retirement Wealth Solutions's IVW Position: Q3 2026 in Review

Retirement Wealth Solutions increased its iShares S&P 500 Growth ETF (IVW) stake by 9% in Q3 2026, buying an estimated $631K and bringing the position to 54,962 shares worth $7.82M. The position accounts for 4.13% of the portfolio, ranked #5.

Retirement Wealth Solutions first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 851 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Retirement Wealth Solutions held 54,962 shares of iShares S&P 500 Growth ETF worth $7.82M as of Q3 2026.
  • Retirement Wealth Solutions bought 4,549 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $631K.
  • iShares S&P 500 Growth ETF made up 4.13% of Retirement Wealth Solutions's portfolio in Q3 2026, its #5 holding.
  • Retirement Wealth Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.