Robertson Stephens Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Robertson Stephens Wealth Management’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	$9.22M	Sell	67,006 -413	-0.6%	-$54.5K	0.23%	80
2026 Q1	$7.63M	Buy	67,419 +1,534	+2%	+$184K	0.21%	93
2025 Q4	$8.12M	Sell	65,885 -1,487	-2%	-$182K	0.21%	92
2025 Q3	$8.13M	Sell	67,372 -25,492	-27%	-$2.93M	0.25%	74
2025 Q2	$10.2M	Sell	92,864 -49,954	-35%	-$4.94M	0.33%	61
2025 Q1	$13.3M	Sell	142,818 -37,703	-21%	-$3.8M	0.46%	45
2024 Q4	$18.3M	Buy	180,521 +1,392	+0.8%	+$139K	0.65%	32
2024 Q3	$17.2M	Buy	179,129 +8,450	+5%	+$780K	0.62%	38
2024 Q2	$15.8M	Buy	170,679 +10,702	+7%	+$923K	0.8%	26
2024 Q1	$13.5M	Buy	159,977 +7,470	+5%	+$600K	0.72%	30
2023 Q4	$11.5M	Sell	152,507 -14,025	-8%	-$998K	0.7%	27
2023 Q3	$11.4M	Buy	166,532 +2,723	+2%	+$193K	0.77%	23
2023 Q2	$11.5M	Buy	163,809 +34,067	+26%	+$2.25M	0.82%	23
2023 Q1	$8.29M	Sell	129,742 -14,709	-10%	-$899K	0.64%	31
2022 Q4	$8.45M	Buy	144,451 +9,317	+7%	+$559K	0.82%	27
2022 Q3	$7.82M	Buy	135,134 +54,478	+68%	+$3.54M	0.82%	27
2022 Q2	$4.87M	Sell	80,656 -2,284	-3%	-$151K	0.46%	44
2022 Q1	$6.33M	Buy	82,940 +7,487	+10%	+$562K	0.53%	35
2021 Q4	$6.31M	Buy	75,453 +3,395	+5%	+$274K	0.53%	40
2021 Q3	$5.33M	Buy	72,058 +17,541	+32%	+$1.34M	0.6%	39
2021 Q2	$3.96M	Buy	54,517 +556	+1%	+$38.5K	0.48%	44
2021 Q1	$3.51M	Buy	53,961 +14,584	+37%	+$943K	0.56%	39
2020 Q4	$2.51M	Buy	39,377 +4,209	+12%	+$255K	0.53%	43
2020 Q3	$2.03M	Buy	35,168 +1,604	+5%	+$90.8K	0.5%	44
2020 Q2	$1.74M	Buy	33,564 +4,336	+15%	+$208K	0.5%	44
2020 Q1	$1.21M	Buy	29,228 +2,172	+8%	+$103K	0.41%	55
2019 Q4	$1.31M	Sell	27,056 -1,276	-5%	-$59.1K	0.66%	32
2019 Q3	$1.27M	Buy	28,332 +11,272	+66%	+$510K	0.65%	36
2019 Q2	$764K	Buy	17,060 +6,732	+65%	+$296K	0.74%	33
2019 Q1	$445K	Hold	10,328	–	–	0.38%	43
2018 Q4	$389K	Buy	+10,328	New	+$418K	0.39%	39

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Robertson Stephens Wealth Management's IVW Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.61% in Q2 2026, selling an estimated $54.5K and leaving 67,006 shares worth $9.22M. The position accounts for 0.23% of the portfolio, ranked #80.

Robertson Stephens Wealth Management first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.3M in Q4 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Robertson Stephens Wealth Management held 67,006 shares of iShares S&P 500 Growth ETF worth $9.22M as of Q2 2026.
Robertson Stephens Wealth Management sold 413 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $54.5K.
iShares S&P 500 Growth ETF made up 0.23% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #80 holding.
Robertson Stephens Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Robertson Stephens Wealth Management's iShares S&P 500 Growth ETF position peaked at $18.3M in Q4 2024.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.