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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$999K Buy
7,025
+4,451
+173% +$617K 0.45% 61
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

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

Riverbend Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 173% in Q3 2026, buying an estimated $617K and bringing the position to 7,025 shares worth $999K. The position accounts for 0.45% of the portfolio, ranked #61.

Riverbend Wealth Management first reported a position in IVW in Q2 2025 and has held it in 6 quarters since. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Riverbend Wealth Management held 7,025 shares of iShares S&P 500 Growth ETF worth $999K as of Q3 2026.
  • Riverbend Wealth Management bought 4,451 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $617K.
  • iShares S&P 500 Growth ETF made up 0.45% of Riverbend Wealth Management's portfolio in Q3 2026, its #61 holding.
  • Riverbend Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.