Ritholtz Wealth Management
IVW icon

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
Q3 		$651K Buy
4,579
+935
+26% +$130K 0.01% 785
2026
Q2 		$501K Buy
3,644
+158
+5% +$20.9K 0.01% 856
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% +$9.5K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Ritholtz Wealth Management's IVW Position: Q3 2026 in Review

Ritholtz Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 26% in Q3 2026, buying an estimated $130K and bringing the position to 4,579 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #785.

Ritholtz Wealth Management first reported a position in IVW in Q1 2021 and has held it in 23 quarters since. 1,504 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Ritholtz Wealth Management held 4,579 shares of iShares S&P 500 Growth ETF worth $651K as of Q3 2026.
  • Ritholtz Wealth Management bought 935 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $130K.
  • iShares S&P 500 Growth ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #785 holding.
  • Ritholtz Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 23 quarters since.
  • 1,504 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.