RhumbLine Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History

RhumbLine Advisers’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	$3.83M	Hold	27,880	–	–	﹤0.01%	1600
2026 Q1	$3.15M	Hold	27,880	–	–	﹤0.01%	1626
2025 Q4	$3.44M	Hold	27,880	–	–	﹤0.01%	1593
2025 Q3	$3.37M	Hold	27,880	–	–	﹤0.01%	1626
2025 Q2	$3.07M	Hold	27,880	–	–	﹤0.01%	1659
2025 Q1	$2.59M	Hold	27,880	–	–	﹤0.01%	1685
2024 Q4	$2.83M	Hold	27,880	–	–	﹤0.01%	1710
2024 Q3	$2.67M	Hold	27,880	–	–	﹤0.01%	1743
2024 Q2	$2.58M	Hold	27,880	–	–	﹤0.01%	1751
2024 Q1	$2.35M	Hold	27,880	–	–	﹤0.01%	1823
2023 Q4	$2.09M	Hold	27,880	–	–	﹤0.01%	1877
2023 Q3	$1.91M	Hold	27,880	–	–	﹤0.01%	1883
2023 Q2	$1.96M	Hold	27,880	–	–	﹤0.01%	1911
2023 Q1	$1.78M	Hold	27,880	–	–	﹤0.01%	1866
2022 Q4	$1.63M	Hold	27,880	–	–	﹤0.01%	1888
2022 Q3	$1.61M	Hold	27,880	–	–	﹤0.01%	1875
2022 Q2	$1.68M	Hold	27,880	–	–	﹤0.01%	1851
2022 Q1	$2.13M	Hold	27,880	–	–	﹤0.01%	1789
2021 Q4	$2.33M	Hold	27,880	–	–	﹤0.01%	1790
2021 Q3	$2.06M	Hold	27,880	–	–	﹤0.01%	1899
2021 Q2	$2.03M	Hold	27,880	–	–	﹤0.01%	1939
2021 Q1	$1.81M	Hold	27,880	–	–	﹤0.01%	1962
2020 Q4	$1.78M	Buy	+27,880	New	+$1.69M	﹤0.01%	1906

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RhumbLine Advisers's IVW Position: Q2 2026 in Review

RhumbLine Advisers held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 27,880 shares worth $3.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

RhumbLine Advisers first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

RhumbLine Advisers held 27,880 shares of iShares S&P 500 Growth ETF worth $3.83M as of Q2 2026.
RhumbLine Advisers left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #1600 holding.
RhumbLine Advisers first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.