Rossby Financial
IVW icon

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

Rossby 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
Q3 		$4.46M Buy
31,373
+24,214
+338% +$3.36M 0.66% 26
2026
Q2 		$985K Sell
7,159
-788
-10% -$104K 0.18% 113
2026
Q1 		$911K Buy
7,947
+667
+9% +$80.2K 0.19% 111
2025
Q4 		$897K Buy
7,280
+330
+5% +$40.4K 0.28% 66
2025
Q3 		$843K Buy
6,950
+148
+2% +$17K 0.27% 70
2025
Q2 		$749K Buy
6,802
+71
+1% +$7.03K 0.28% 66
2025
Q1 		$633K Buy
6,731
+434
+7% +$43.8K 0.27% 75
2024
Q4 		$639K Buy
+6,297
New +$628K 0.4% 63

Other funds holding IVW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Rossby Financial's IVW Position: Q3 2026 in Review

Rossby Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 338% in Q3 2026, buying an estimated $3.36M and bringing the position to 31,373 shares worth $4.46M. The position accounts for 0.66% of the portfolio, ranked #26.

Rossby Financial first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Rossby Financial held 31,373 shares of iShares S&P 500 Growth ETF worth $4.46M as of Q3 2026.
  • Rossby Financial bought 24,214 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $3.36M.
  • iShares S&P 500 Growth ETF made up 0.66% of Rossby Financial's portfolio in Q3 2026, its #26 holding.
  • Rossby Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.