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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
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% -$9.55K 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

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Riversedge Advisors's IVW Position: Q2 2026 in Review

Riversedge Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.5% in Q2 2026, selling an estimated $126K and leaving 11,871 shares worth $1.63M. The position accounts for 0.22% of the portfolio, ranked #46.

Riversedge Advisors first reported a position in IVW in Q2 2019 and has held it in 20 quarters since. The position peaked at $2.84M in Q2 2022. 626 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Riversedge Advisors held 11,871 shares of iShares S&P 500 Growth ETF worth $1.63M as of Q2 2026.
  • Riversedge Advisors sold 956 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $126K.
  • iShares S&P 500 Growth ETF made up 0.22% of Riversedge Advisors's portfolio in Q2 2026, its #46 holding.
  • Riversedge Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 20 quarters since.
  • Riversedge Advisors's iShares S&P 500 Growth ETF position peaked at $2.84M in Q2 2022.
  • 626 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.