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

Ritholtz Wealth Management’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 		$394K Buy
3,486
+145
+4% +$17.4K 0.01% 877
2025
Q4 		$412K Sell
3,341
-1,970
-37% -$241K 0.01% 782
2025
Q3 		$641K Sell
5,311
-496
-9% -$57K 0.01% 611
2025
Q2 		$639K Buy
5,807
+485
+9% +$48K 0.01% 572
2025
Q1 		$494K Hold
5,322
– – 0.01% 594
2024
Q4 		$540K Sell
5,322
-46
-0.9% -$4.59K 0.02% 542
2024
Q3 		$514K Sell
5,368
-81
-1% -$7.48K 0.02% 548
2024
Q2 		$504K Buy
5,449
+1,441
+36% +$124K 0.02% 521
2024
Q1 		$338K Sell
4,008
-255
-6% -$20.5K 0.01% 607
2023
Q4 		$320K Buy
4,263
+2
+0% +$142 0.01% 588
2023
Q3 		$292K Buy
4,261
+253
+6% +$17.9K 0.01% 555
2023
Q2 		$282K Hold
4,008
– – 0.01% 556
2023
Q1 		$256K Sell
4,008
-40
-1% -$2.44K 0.01% 552
2022
Q4 		$237K Sell
4,048
-6,060
-60% -$364K 0.01% 501
2022
Q3 		$585K Buy
10,108
+5,908
+141% +$384K 0.03% 359
2022
Q2 		$253K Sell
4,200
-500
-11% -$33.1K 0.02% 446
2022
Q1 		$359K Hold
4,700
– – 0.02% 375
2021
Q4 		$393K Sell
4,700
-205
-4% -$16.5K 0.02% 356
2021
Q3 		$363K Buy
4,905
+125
+3% +$9.53K 0.03% 338
2021
Q2 		$348K Buy
4,780
+780
+20% +$54K 0.03% 338
2021
Q1 		$260K Buy
+4,000
New +$259K 0.02% 350

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ritholtz Wealth Management's IVW Position: Q1 2026 in Review

Ritholtz Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q1 2026, buying an estimated $17.4K and bringing the position to 3,486 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #877.

Ritholtz Wealth Management first reported a position in IVW in Q1 2021 and has held it in 21 quarters since. The position peaked at $641K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Ritholtz Wealth Management held 3,486 shares of iShares S&P 500 Growth ETF worth $394K as of Q1 2026.
  • Ritholtz Wealth Management bought 145 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $17.4K.
  • iShares S&P 500 Growth ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #877 holding.
  • Ritholtz Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Ritholtz Wealth Management's iShares S&P 500 Growth ETF position peaked at $641K in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.