RiverFront Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

RiverFront Investment Group’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	$2.39M	Buy	21,122 +434	+2%	+$52.2K	0.04%	131
2025 Q4	$2.55M	Buy	20,688 +42	+0.2%	+$5.14K	0.04%	111
2025 Q3	$2.49M	Hold	20,646	–	–	0.04%	108
2025 Q2	$2.27M	Buy	20,646 +2,100	+11%	+$208K	0.04%	104
2025 Q1	$1.72M	Buy	18,546 +65	+0.4%	+$6.55K	0.04%	111
2024 Q4	$1.88M	Buy	18,481 +4,934	+36%	+$492K	0.04%	90
2024 Q3	$1.3M	Buy	13,547 +151	+1%	+$13.9K	0.03%	98
2024 Q2	$1.24M	Buy	13,396 +3,805	+40%	+$328K	0.03%	84
2024 Q1	$810K	Buy	9,591 +5,166	+117%	+$415K	0.02%	85
2023 Q4	$332K	Buy	4,425 +1,193	+37%	+$84.9K	0.01%	97
2023 Q3	$221K	Buy	+3,232	New	+$229K	0.01%	105

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RiverFront Investment Group's IVW Position: Q1 2026 in Review

RiverFront Investment Group increased its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q1 2026, buying an estimated $52.2K and bringing the position to 21,122 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #131.

RiverFront Investment Group first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.55M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

RiverFront Investment Group held 21,122 shares of iShares S&P 500 Growth ETF worth $2.39M as of Q1 2026.
RiverFront Investment Group bought 434 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $52.2K.
iShares S&P 500 Growth ETF made up 0.04% of RiverFront Investment Group's portfolio in Q1 2026, its #131 holding.
RiverFront Investment Group first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
RiverFront Investment Group's iShares S&P 500 Growth ETF position peaked at $2.55M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.