RWB
IVW icon

RMR Wealth Builders’s iShares S&P 500 Growth ETF IVW Stock Holding History

RMR Wealth Builders’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 		$402K Sell
2,921
-29
-1% -$3.83K 0.02% 219
2026
Q1 		$334K Sell
2,950
-49
-2% -$5.89K 0.03% 217
2025
Q4 		$370K Buy
+2,999
New +$367K 0.03% 208
2021
Q2 		– Sell
-999
Closed -$65K – 423
2021
Q1 		$65K Buy
999
+2
+0.2% +$129 0.02% 329
2020
Q4 		$64K Buy
+997
New +$60.5K 0.03% 237
2020
Q3 		– Sell
-992
Closed -$51K – 345
2020
Q2 		$51K Buy
+992
New +$47.6K 0.05% 220
2019
Q4 		$33K Buy
+672
New +$31.1K 0.03% 264

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RMR Wealth Builders's IVW Position: Q2 2026 in Review

RMR Wealth Builders reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.98% in Q2 2026, selling an estimated $3.83K and leaving 2,921 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #219.

RMR Wealth Builders first reported a position in IVW in Q4 2019 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • RMR Wealth Builders held 2,921 shares of iShares S&P 500 Growth ETF worth $402K as of Q2 2026.
  • RMR Wealth Builders sold 29 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.83K.
  • iShares S&P 500 Growth ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #219 holding.
  • RMR Wealth Builders first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 7 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.