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 Q3	$429K	Buy	3,019 +98	+3%	+$13.6K	0.03%	201
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	+$31.2K	0.03%	264

Other funds holding IVW

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

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

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

RMR Wealth Builders's IVW Position: Q3 2026 in Review

RMR Wealth Builders increased its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q3 2026, buying an estimated $13.6K and bringing the position to 3,019 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #201.

RMR Wealth Builders first reported a position in IVW in Q4 2019 and has held it in 8 quarters since. 1,275 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

RMR Wealth Builders held 3,019 shares of iShares S&P 500 Growth ETF worth $429K as of Q3 2026.
RMR Wealth Builders bought 98 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $13.6K.
iShares S&P 500 Growth ETF made up 0.03% of RMR Wealth Builders's portfolio in Q3 2026, its #201 holding.
RMR Wealth Builders first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 8 quarters since.
1,275 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.