RKL Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.9M | Sell |
52,198
-2,339
| -4% | -$281K | 0.53% | 30 |
|
|
2025
Q4 | $6.72M | Sell |
54,537
-1,659
| -3% | -$203K | 0.55% | 28 |
|
|
2025
Q3 | $6.78M | Sell |
56,196
-9,264
| -14% | -$1.07M | 0.58% | 26 |
|
|
2025
Q2 | $7.21M | Sell |
65,460
-2,477
| -4% | -$245K | 0.63% | 26 |
|
|
2025
Q1 | $6.31M | Sell |
67,937
-10,377
| -13% | -$1.05M | 0.59% | 28 |
|
|
2024
Q4 | $7.95M | Sell |
78,314
-23,622
| -23% | -$2.36M | 0.71% | 24 |
|
|
2024
Q3 | $9.76M | Sell |
101,936
-12,670
| -11% | -$1.17M | 0.88% | 24 |
|
|
2024
Q2 | $10.6M | Sell |
114,606
-2,920
| -2% | -$252K | 1.02% | 23 |
|
|
2024
Q1 | $9.92M | Sell |
117,526
-1,266
| -1% | -$102K | 0.98% | 24 |
|
|
2023
Q4 | $8.92M | Sell |
118,792
-889
| -0.7% | -$63.3K | 0.96% | 24 |
|
|
2023
Q3 | $8.19M | Sell |
119,681
-6
| -0% | -$425 | 1% | 24 |
|
|
2023
Q2 | $8.44M | Buy |
119,687
+1,232
| +1% | +$81.4K | 1% | 24 |
|
|
2023
Q1 | $7.57M | Buy |
118,455
+249
| +0.2% | +$15.2K | 0.96% | 25 |
|
|
2022
Q4 | $6.92M | Sell |
118,206
-384
| -0.3% | -$23.1K | 0.92% | 26 |
|
|
2022
Q3 | $6.86M | Sell |
118,590
-2,141
| -2% | -$139K | 0.99% | 26 |
|
|
2022
Q2 | $7.29M | Sell |
120,731
-883
| -0.7% | -$58.4K | 1% | 27 |
|
|
2022
Q1 | $9.29M | Sell |
121,614
-2,900
| -2% | -$218K | 1.12% | 23 |
|
|
2021
Q4 | $10.4M | Sell |
124,514
-1,889
| -1% | -$152K | 1.24% | 22 |
|
|
2021
Q3 | $9.34M | Sell |
126,403
-1,825
| -1% | -$139K | 1.19% | 22 |
|
|
2021
Q2 | $9.33M | Sell |
128,228
-7,626
| -6% | -$528K | 1.17% | 22 |
|
|
2021
Q1 | $8.85M | Sell |
135,854
-5,540
| -4% | -$358K | 1.18% | 23 |
|
|
2020
Q4 | $9.02M | Sell |
141,394
-6,606
| -4% | -$401K | 1.26% | 23 |
|
|
2020
Q3 | $8.55M | Sell |
148,000
-1,520
| -1% | -$86K | 1.36% | 21 |
|
|
2020
Q2 | $7.76M | Sell |
149,520
-1,108
| -0.7% | -$53.1K | 1.33% | 20 |
|
|
2020
Q1 | $6.21M | Sell |
150,628
-4,048
| -3% | -$191K | 1.3% | 21 |
|
|
2019
Q4 | $7.49M | Sell |
154,676
-11,516
| -7% | -$534K | 1.34% | 18 |
|
|
2019
Q3 | $7.48M | Sell |
166,192
-29,428
| -15% | -$1.33M | 1.42% | 17 |
|
|
2019
Q2 | $8.77M | Sell |
195,620
-6,300
| -3% | -$277K | 1.62% | 15 |
|
|
2019
Q1 | $8.7M | Sell |
201,920
-12,348
| -6% | -$506K | 1.7% | 15 |
|
|
2018
Q4 | $8.07M | Sell |
214,268
-5,728
| -3% | -$232K | 1.86% | 12 |
|
|
2018
Q3 | $9.74M | Sell |
219,996
-8,364
| -4% | -$359K | 2.07% | 11 |
|
|
2018
Q2 | $9.28M | Sell |
228,360
-2,584
| -1% | -$104K | 2.1% | 8 |
|
|
2018
Q1 | $8.96M | Sell |
230,944
-7,264
| -3% | -$290K | 2.12% | 9 |
|
|
2017
Q4 | $9.1M | Buy |
238,208
+19,300
| +9% | +$721K | 2.25% | 8 |
|
|
2017
Q3 | $7.85M | Buy |
218,908
+61,004
| +39% | +$2.15M | 2.21% | 7 |
|
|
2017
Q2 | $5.4M | Buy |
157,904
+77,812
| +97% | +$2.64M | 1.71% | 14 |
|
|
2017
Q1 | $2.63M | Buy |
80,092
+67,968
| +561% | +$2.18M | 1.06% | 33 |
|
|
2016
Q4 | $369K | Buy |
+12,124
| New | +$366K | 0.18% | 69 |
|
Other funds holding IVW
RKL Wealth Management's IVW Position: Q1 2026 in Review
RKL Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q1 2026, selling an estimated $281K and leaving 52,198 shares worth $5.9M. The position accounts for 0.53% of the portfolio, ranked #30.
RKL Wealth Management first reported a position in IVW in Q4 2016 and has held it in 38 quarters since. The position peaked at $10.6M in Q2 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- RKL Wealth Management held 52,198 shares of iShares S&P 500 Growth ETF worth $5.9M as of Q1 2026.
- RKL Wealth Management sold 2,339 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $281K.
- iShares S&P 500 Growth ETF made up 0.53% of RKL Wealth Management's portfolio in Q1 2026, its #30 holding.
- RKL Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 38 quarters since.
- RKL Wealth Management's iShares S&P 500 Growth ETF position peaked at $10.6M in Q2 2024.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.