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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
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

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Retirement Wealth Solutions's IVW Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares S&P 500 Growth ETF (IVW) stake by 7.3% in Q2 2026, buying an estimated $452K and bringing the position to 50,413 shares worth $6.93M. The position accounts for 3.82% of the portfolio, ranked #5.

Retirement Wealth Solutions first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Retirement Wealth Solutions held 50,413 shares of iShares S&P 500 Growth ETF worth $6.93M as of Q2 2026.
  • Retirement Wealth Solutions bought 3,424 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $452K.
  • iShares S&P 500 Growth ETF made up 3.82% of Retirement Wealth Solutions's portfolio in Q2 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 7 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.