RWM
IVW icon

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

Riverbend 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
Q2 		$354K Buy
2,574
+268
+12% +$35.4K 0.18% 128
2026
Q1 		$261K Buy
2,306
+126
+6% +$15.2K 0.15% 139
2025
Q4 		$269K Buy
2,180
+187
+9% +$22.9K 0.17% 130
2025
Q3 		$241K Buy
1,993
+133
+7% +$15.3K 0.17% 122
2025
Q2 		$205K Buy
+1,860
New +$184K 0.16% 129

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Riverbend Wealth Management's IVW Position: Q2 2026 in Review

Riverbend Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q2 2026, buying an estimated $35.4K and bringing the position to 2,574 shares worth $354K. The position accounts for 0.18% of the portfolio, ranked #128.

Riverbend Wealth Management first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 1,163 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Riverbend Wealth Management held 2,574 shares of iShares S&P 500 Growth ETF worth $354K as of Q2 2026.
  • Riverbend Wealth Management bought 268 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $35.4K.
  • iShares S&P 500 Growth ETF made up 0.18% of Riverbend Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Riverbend Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,163 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.