Richards, Merrill & Peterson’s iShares S&P 500 Growth ETF IVW Stock Holding History

Richards, Merrill & Peterson’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	$556K	Hold	4,043	–	–	0.18%	116
2026 Q1	$457K	Sell	4,043 -150	-4%	-$18K	0.17%	128
2025 Q4	$517K	Hold	4,193	–	–	0.2%	113
2025 Q3	$506K	Hold	4,193	–	–	0.22%	111
2025 Q2	$462K	Hold	4,193	–	–	0.22%	110
2025 Q1	$389K	Hold	4,193	–	–	0.2%	105
2024 Q4	$426K	Buy	+4,193	New	+$418K	0.22%	101

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

Richards, Merrill & Peterson's IVW Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,043 shares worth $556K. The position accounts for 0.18% of the portfolio, ranked #116.

Richards, Merrill & Peterson first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Richards, Merrill & Peterson held 4,043 shares of iShares S&P 500 Growth ETF worth $556K as of Q2 2026.
Richards, Merrill & Peterson left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.18% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #116 holding.
Richards, Merrill & Peterson first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.