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Rothschild Investment LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Rothschild Investment LLC’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 		$1.55M Sell
11,275
-95
-0.8% -$12.5K 0.06% 302
2026
Q1 		$1.29M Buy
11,370
+5
+0% +$601 0.07% 223
2025
Q4 		$1.4M Sell
11,365
-798
-7% -$97.7K 0.08% 200
2025
Q3 		$1.47M Sell
12,163
-81
-0.7% -$9.32K 0.08% 186
2025
Q2 		$1.35M Buy
12,244
+2,682
+28% +$265K 0.08% 187
2025
Q1 		$888K Buy
9,562
+7
+0.1% +$706 0.06% 245
2024
Q4 		$970K Sell
9,555
-745
-7% -$74.3K 0.06% 241
2024
Q3 		$986K Sell
10,300
-3,889
-27% -$359K 0.06% 235
2024
Q2 		$1.31M Buy
14,189
+8
+0.1% +$690 0.09% 189
2024
Q1 		$1.2M Sell
14,181
-615
-4% -$49.4K 0.09% 204
2023
Q4 		$1.11M Sell
14,796
-171
-1% -$12.2K 0.09% 173
2023
Q3 		$1.02M Buy
14,967
+36
+0.2% +$2.55K 0.09% 209
2023
Q2 		$1.05M Sell
14,931
-712
-5% -$47.1K 0.09% 212
2023
Q1 		$999K Buy
15,643
+34
+0.2% +$2.08K 0.09% 210
2022
Q4 		$913K Buy
15,609
+26
+0.2% +$1.56K 0.08% 220
2022
Q3 		$901K Buy
+15,583
New +$1.01M 0.09% 217

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Rothschild Investment LLC's IVW Position: Q2 2026 in Review

Rothschild Investment LLC reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.84% in Q2 2026, selling an estimated $12.5K and leaving 11,275 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #302.

Rothschild Investment LLC first reported a position in IVW in Q3 2022 and has held it in 16 quarters since. 1,406 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Rothschild Investment LLC held 11,275 shares of iShares S&P 500 Growth ETF worth $1.55M as of Q2 2026.
  • Rothschild Investment LLC sold 95 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $12.5K.
  • iShares S&P 500 Growth ETF made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #302 holding.
  • Rothschild Investment LLC first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,406 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.