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Robinswood Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

Robinswood Financial’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 		$7.86K Hold
57
– – ﹤0.01% 307
2026
Q1 		$6.46K Buy
57
+41
+256% +$4.93K ﹤0.01% 308
2025
Q4 		$1.98K Hold
16
– – ﹤0.01% 345
2025
Q3 		$1.94K Hold
16
– – ﹤0.01% 337
2025
Q2 		$1.77K Hold
16
– – ﹤0.01% 347
2025
Q1 		$1.49K Hold
16
– – ﹤0.01% 351
2024
Q4 		$1.63K Hold
16
– – ﹤0.01% 296
2024
Q3 		$1.53K Buy
+16
New +$1.48K ﹤0.01% 305

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Robinswood Financial's IVW Position: Q2 2026 in Review

Robinswood Financial held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 57 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Robinswood Financial first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Robinswood Financial held 57 shares of iShares S&P 500 Growth ETF worth $7.86K as of Q2 2026.
  • Robinswood Financial left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #307 holding.
  • Robinswood Financial first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.