RF&L Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

RF&L Wealth Management’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	$205K	Buy	+1,440	New	+$200K	0.14%	51

Other funds holding IVW

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

RF&L Wealth Management's IVW Position: Q3 2026 in Review

RF&L Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 1,440 shares worth $205K. The stake represents 0.14% of the portfolio and ranks #51 among its holdings.

766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

RF&L Wealth Management held 1,440 shares of iShares S&P 500 Growth ETF worth $205K as of Q3 2026.
iShares S&P 500 Growth ETF was a new RF&L Wealth Management position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.14% of RF&L Wealth Management's portfolio in Q3 2026, its #51 holding.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.