Rice Partnership’s iShares S&P 500 Growth ETF IVW Stock Holding History

Rice Partnership’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	$122K	Sell	886 -54	-6%	-$7.13K	0.01%	131
2026 Q1	$106K	Buy	940 +218	+30%	+$26.2K	0.01%	129
2025 Q4	$89K	Sell	722 -117	-14%	-$14.3K	0.01%	131
2025 Q3	$101K	Buy	839 +171	+26%	+$19.7K	0.01%	131
2025 Q2	$73.5K	Hold	668	–	–	0.01%	128
2025 Q1	$62K	Hold	668	–	–	0.01%	114
2024 Q4	$67.8K	Hold	668	–	–	0.01%	121
2024 Q3	$64K	Hold	668	–	–	0.01%	122
2024 Q2	$61.8K	Hold	668	–	–	0.01%	113
2024 Q1	$56.4K	Hold	668	–	–	0.01%	108
2023 Q4	$50.2K	Hold	668	–	–	0.01%	106
2023 Q3	$45.7K	Hold	668	–	–	0.01%	109
2023 Q2	$47.1K	Hold	668	–	–	0.01%	114
2023 Q1	$42.7K	Hold	668	–	–	0.01%	106
2022 Q4	$39.1K	Hold	668	–	–	0.01%	101
2022 Q3	$39K	Hold	668	–	–	0.01%	107
2022 Q2	$40K	Hold	668	–	–	0.01%	104
2022 Q1	$51K	Hold	668	–	–	0.01%	114
2021 Q4	$56K	Hold	668	–	–	0.02%	114
2021 Q3	$49K	Hold	668	–	–	0.02%	110
2021 Q2	$49K	Hold	668	–	–	0.02%	108
2021 Q1	$43K	Hold	668	–	–	0.02%	98
2020 Q4	$43K	Hold	668	–	–	0.02%	101
2020 Q3	$39K	Hold	668	–	–	0.02%	83
2020 Q2	$35K	Hold	668	–	–	0.02%	75
2020 Q1	$28K	Hold	668	–	–	0.02%	82
2019 Q4	$32K	Hold	668	–	–	0.02%	87
2019 Q3	$30K	Hold	668	–	–	0.02%	89
2019 Q2	$30K	Buy	+668	New	+$29.4K	0.02%	89

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

Rice Partnership's IVW Position: Q2 2026 in Review

Rice Partnership reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.7% in Q2 2026, selling an estimated $7.13K and leaving 886 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #131.

Rice Partnership first reported a position in IVW in Q2 2019 and has held it in 29 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Rice Partnership held 886 shares of iShares S&P 500 Growth ETF worth $122K as of Q2 2026.
Rice Partnership sold 54 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7.13K.
iShares S&P 500 Growth ETF made up 0.01% of Rice Partnership's portfolio in Q2 2026, its #131 holding.
Rice Partnership first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 29 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.