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

Riversedge 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 Q3	$1.65M	Sell	11,600 -271	-2%	-$37.6K	0.2%	54
2026 Q2	$1.63M	Sell	11,871 -956	-7%	-$126K	0.22%	46
2026 Q1	$1.45M	Sell	12,827 -238	-2%	-$28.6K	0.23%	43
2025 Q4	$1.61M	Sell	13,065 -78	-0.6%	-$9.5K	0.26%	36
2025 Q3	$1.59M	Sell	13,143 -31	-0.2%	-$3.56K	0.27%	38
2025 Q2	$1.45M	Buy	13,174 +420	+3%	+$41.6K	0.28%	36
2025 Q1	$1.18M	Buy	12,754 +14	+0.1%	+$1.41K	0.26%	41
2024 Q4	$1.29M	Buy	12,740 +15	+0.1%	+$1.5K	0.29%	38
2024 Q3	$1.22M	Buy	12,725 +10	+0.1%	+$923	0.28%	35
2024 Q2	$1.18M	Sell	12,715 -2,372	-16%	-$204K	0.29%	37
2024 Q1	$1.27M	Buy	15,087 +41	+0.3%	+$3.29K	0.31%	32
2023 Q4	$1.13M	Sell	15,046 -672	-4%	-$47.8K	0.31%	31
2023 Q3	$1.08M	Sell	15,718 -293	-2%	-$20.7K	0.32%	30
2023 Q2	$1.13M	Sell	16,011 -1,452	-8%	-$96K	0.31%	30
2023 Q1	$1.12M	Buy	17,463 +3,898	+29%	+$238K	0.32%	36
2022 Q4	$794K	Sell	13,565 -18,870	-58%	-$1.13M	0.26%	39
2022 Q3	$1.88M	Sell	32,435 -14,658	-31%	-$952K	0.68%	29
2022 Q2	$2.84M	Buy	+47,093	New	+$3.12M	1.06%	22
2020 Q1	–	Sell	-11,104	Closed	-$538K	–	37
2019 Q4	$538K	Sell	11,104 -284	-2%	-$13.2K	0.64%	24
2019 Q3	$504K	Hold	11,388	–	–	0.71%	22
2019 Q2	$504K	Buy	+11,388	New	+$501K	0.71%	22

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Riversedge Advisors's IVW Position: Q3 2026 in Review

Riversedge Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q3 2026, selling an estimated $37.6K and leaving 11,600 shares worth $1.65M. The position accounts for 0.2% of the portfolio, ranked #54.

Riversedge Advisors first reported a position in IVW in Q2 2019 and has held it in 21 quarters since. The position peaked at $2.84M in Q2 2022. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Riversedge Advisors held 11,600 shares of iShares S&P 500 Growth ETF worth $1.65M as of Q3 2026.
Riversedge Advisors sold 271 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $37.6K.
iShares S&P 500 Growth ETF made up 0.2% of Riversedge Advisors's portfolio in Q3 2026, its #54 holding.
Riversedge Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 21 quarters since.
Riversedge Advisors's iShares S&P 500 Growth ETF position peaked at $2.84M in Q2 2022.
1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.