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 Q2	$3.11M	Buy	22,637 +1,515	+7%	+$200K	0.04%	143
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 $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

RiverFront Investment Group's IVW Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares S&P 500 Growth ETF (IVW) stake by 7.2% in Q2 2026, buying an estimated $200K and bringing the position to 22,637 shares worth $3.11M. The position accounts for 0.04% of the portfolio, ranked #143.

RiverFront Investment Group first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

RiverFront Investment Group held 22,637 shares of iShares S&P 500 Growth ETF worth $3.11M as of Q2 2026.
RiverFront Investment Group bought 1,515 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $200K.
iShares S&P 500 Growth ETF made up 0.04% of RiverFront Investment Group's portfolio in Q2 2026, its #143 holding.
RiverFront Investment Group first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.