Rik Saylor Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Rik Saylor Financial’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 Q1	$6.05M	Buy	53,483 +156	+0.3%	+$18.8K	4.59%	4
2025 Q4	$6.57M	Buy	53,327 +402	+0.8%	+$49.2K	4.82%	3
2025 Q3	$6.39M	Sell	52,925 -30	-0.1%	-$3.45K	4.67%	4
2025 Q2	$5.83M	Buy	52,955 +10	+0%	+$990	4.49%	4
2025 Q1	$4.91M	Sell	52,945 -47	-0.1%	-$4.74K	4.33%	4
2024 Q4	$5.38M	Buy	+52,992	New	+$5.29M	4.98%	2

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rik Saylor Financial's IVW Position: Q1 2026 in Review

Rik Saylor Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 0.29% in Q1 2026, buying an estimated $18.8K and bringing the position to 53,483 shares worth $6.05M. The position accounts for 4.59% of the portfolio, ranked #4.

Rik Saylor Financial first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.57M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Rik Saylor Financial held 53,483 shares of iShares S&P 500 Growth ETF worth $6.05M as of Q1 2026.
Rik Saylor Financial bought 156 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $18.8K.
iShares S&P 500 Growth ETF made up 4.59% of Rik Saylor Financial's portfolio in Q1 2026, its #4 holding.
Rik Saylor Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Rik Saylor Financial's iShares S&P 500 Growth ETF position peaked at $6.57M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Rik Saylor Financial's 13F filing for Q1 2026, filed 8 May 2026.