RP
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Riverwater Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Riverwater Partners’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
2025
Q1 		– Sell
-2,016
Closed -$205K – 219
2024
Q4 		$205K Buy
+2,016
New +$201K 0.1% 210
2024
Q2 		– Sell
-2,750
Closed -$232K – 196
2024
Q1 		$232K Hold
2,750
– – 0.17% 175
2023
Q4 		$207K Sell
2,750
-542
-16% -$38.6K 0.16% 192
2023
Q3 		$225K Buy
+3,292
New +$233K 0.2% 169

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Riverwater Partners's IVW Position: Q1 2025 in Review

Riverwater Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 2,016 shares — an estimated $205K sold.

Riverwater Partners first reported a position in IVW in Q3 2023 and held it in 4 quarters. The position peaked at $232K in Q1 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • Riverwater Partners reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Riverwater Partners sold 2,016 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $205K.
  • Riverwater Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and held it in 4 quarters.
  • Riverwater Partners's iShares S&P 500 Growth ETF position peaked at $232K in Q1 2024.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Riverwater Partners's 13F filing for Q1 2025, filed 21 Apr 2025.