River Street Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

River Street Advisors’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	$739K	Sell	5,377 -199	-4%	-$26.3K	0.22%	96
2026 Q1	$631K	Buy	5,576 +298	+6%	+$35.8K	0.21%	97
2025 Q4	$651K	Sell	5,278 -750	-12%	-$91.8K	0.24%	91
2025 Q3	$728K	Sell	6,028 -423	-7%	-$48.7K	0.28%	84
2025 Q2	$710K	Buy	6,451 +1,433	+29%	+$142K	0.31%	83
2025 Q1	$466K	Sell	5,018 -620	-11%	-$62.5K	0.23%	97
2024 Q4	$572K	Sell	5,638 -4,343	-44%	-$433K	0.29%	82
2024 Q3	$956K	Buy	9,981 +1,483	+17%	+$137K	0.52%	59
2024 Q2	$786K	Buy	+8,498	New	+$733K	0.48%	60

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

River Street Advisors's IVW Position: Q2 2026 in Review

River Street Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.6% in Q2 2026, selling an estimated $26.3K and leaving 5,377 shares worth $739K. The position accounts for 0.22% of the portfolio, ranked #96.

River Street Advisors first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. The position peaked at $956K in Q3 2024. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

River Street Advisors held 5,377 shares of iShares S&P 500 Growth ETF worth $739K as of Q2 2026.
River Street Advisors sold 199 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $26.3K.
iShares S&P 500 Growth ETF made up 0.22% of River Street Advisors's portfolio in Q2 2026, its #96 holding.
River Street Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
River Street Advisors's iShares S&P 500 Growth ETF position peaked at $956K in Q3 2024.
2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.