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

Rollins Financial Advisors’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 Q1	$4.85M	Sell	42,868 -8,301	-16%	-$998K	0.77%	27
2025 Q4	$6.31M	Sell	51,169 -3,665	-7%	-$449K	0.93%	25
2025 Q3	$6.62M	Sell	54,834 -81	-0.1%	-$9.32K	1%	22
2025 Q2	$6.05M	Sell	54,915 -3,195	-5%	-$316K	0.96%	22
2025 Q1	$5.39M	Sell	58,110 -6,228	-10%	-$628K	0.94%	21
2024 Q4	$6.53M	Sell	64,338 -7,179	-10%	-$716K	1.02%	21
2024 Q3	$6.85M	Sell	71,517 -7,939	-10%	-$733K	1.14%	19
2024 Q2	$7.35M	Sell	79,456 -7,934	-9%	-$684K	1.26%	17
2024 Q1	$7.38M	Sell	87,390 -13,104	-13%	-$1.05M	1.39%	14
2023 Q4	$7.55M	Buy	+100,494	New	+$7.15M	1.58%	12

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rollins Financial Advisors's IVW Position: Q1 2026 in Review

Rollins Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q1 2026, selling an estimated $998K and leaving 42,868 shares worth $4.85M. The position accounts for 0.77% of the portfolio, ranked #27.

Rollins Financial Advisors first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.55M in Q4 2023. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Rollins Financial Advisors held 42,868 shares of iShares S&P 500 Growth ETF worth $4.85M as of Q1 2026.
Rollins Financial Advisors sold 8,301 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $998K.
iShares S&P 500 Growth ETF made up 0.77% of Rollins Financial Advisors's portfolio in Q1 2026, its #27 holding.
Rollins Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's iShares S&P 500 Growth ETF position peaked at $7.55M in Q4 2023.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.