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

Rockwood 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	$836K	Sell	6,081 -4,069	-40%	-$537K	0.05%	54
2026 Q1	$1.15M	Buy	10,150 +317	+3%	+$38.1K	0.08%	45
2025 Q4	$1.21M	Hold	9,833	–	–	0.09%	45
2025 Q3	$1.19M	Buy	9,833 +777	+9%	+$89.4K	0.09%	43
2025 Q2	$997K	Hold	9,056	–	–	0.09%	44
2025 Q1	$841K	Sell	9,056 -399	-4%	-$40.2K	0.09%	40
2024 Q4	$968K	Buy	9,455 +1,690	+22%	+$169K	0.1%	36
2024 Q3	$743K	Sell	7,765 -15,530	-67%	-$1.43M	0.08%	40
2024 Q2	$2.16M	Buy	+23,295	New	+$2.01M	0.26%	23
2022 Q1	–	Sell	-2,596	Closed	-$217K	–	96
2021 Q4	$217K	Buy	+2,596	New	+$209K	0.1%	111

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Rockwood Wealth Management's IVW Position: Q2 2026 in Review

Rockwood Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 40% in Q2 2026, selling an estimated $537K and leaving 6,081 shares worth $836K. The position accounts for 0.05% of the portfolio, ranked #54.

Rockwood Wealth Management first reported a position in IVW in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.16M in Q2 2024. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Rockwood Wealth Management held 6,081 shares of iShares S&P 500 Growth ETF worth $836K as of Q2 2026.
Rockwood Wealth Management sold 4,069 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $537K.
iShares S&P 500 Growth ETF made up 0.05% of Rockwood Wealth Management's portfolio in Q2 2026, its #54 holding.
Rockwood Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 10 quarters since.
Rockwood Wealth Management's iShares S&P 500 Growth ETF position peaked at $2.16M in Q2 2024.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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