Ridgeline Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ridgeline Wealth’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	$208K	Buy	+1,513	New	+$200K	0.12%	59
2025 Q4	–	Sell	-1,816	Closed	-$219K	–	54
2025 Q3	$219K	Sell	1,816 -41	-2%	-$4.72K	0.16%	48
2025 Q2	$204K	Sell	1,857 -395	-18%	-$39.1K	0.17%	48
2025 Q1	$209K	Sell	2,252 -46	-2%	-$4.64K	0.18%	52
2024 Q4	$233K	Buy	+2,298	New	+$229K	0.19%	52

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

Ridgeline Wealth's IVW Position: Q2 2026 in Review

Ridgeline Wealth opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,513 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #59 among its holdings. This is a return to the name: Ridgeline Wealth previously reported a position in IVW as recently as Q3 2025.

Ridgeline Wealth first reported a position in IVW in Q4 2024 and has held it in 5 quarters since. The position peaked at $233K in Q4 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Ridgeline Wealth held 1,513 shares of iShares S&P 500 Growth ETF worth $208K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Ridgeline Wealth position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.12% of Ridgeline Wealth's portfolio in Q2 2026, its #59 holding.
Ridgeline Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 5 quarters since.
Ridgeline Wealth's iShares S&P 500 Growth ETF position peaked at $233K in Q4 2024.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.