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Royal Fund Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Royal Fund 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 		$20.2M Buy
146,678
+3,233
+2% +$427K 1.68% 7
2026
Q1 		$16.2M Buy
143,445
+460
+0.3% +$55.3K 1.54% 7
2025
Q4 		$17.6M Buy
142,985
+61,906
+76% +$7.58M 1.6% 9
2025
Q3 		$9.79M Sell
81,079
-82,020
-50% -$9.43M 1.17% 18
2025
Q2 		$18M Buy
163,099
+150,838
+1,230% +$14.9M 1.78% 7
2025
Q1 		$1.14M Buy
12,261
+2,777
+29% +$280K 0.13% 185
2024
Q4 		$964K Sell
9,484
-5,126
-35% -$511K 0.09% 181
2024
Q3 		$1.4M Sell
14,610
-38,079
-72% -$3.52M 0.08% 190
2024
Q2 		$4.9M Sell
52,689
-14,622
-22% -$1.26M 0.4% 50
2024
Q1 		$5.68M Sell
67,311
-159,217
-70% -$12.8M 0.56% 51
2023
Q4 		$17M Buy
226,528
+56,029
+33% +$3.99M 1.88% 5
2023
Q3 		$11.7M Sell
170,499
-33,232
-16% -$2.35M 1.58% 9
2023
Q2 		$14.4M Buy
203,731
+114,875
+129% +$7.59M 1.79% 7
2023
Q1 		$5.68M Sell
88,856
-8,206
-8% -$502K 0.81% 35
2022
Q4 		$5.68M Sell
97,062
-15,097
-13% -$907K 0.9% 33
2022
Q3 		$6.49M Sell
112,159
-2,417
-2% -$157K 1.18% 18
2022
Q2 		$6.91M Sell
114,576
-142,588
-55% -$9.44M 1.15% 22
2022
Q1 		$19.6M Buy
257,164
+3,604
+1% +$271K 2.85% 5
2021
Q4 		$21.2M Buy
253,560
+144,046
+132% +$11.6M 3.04% 3
2021
Q3 		$8.09M Buy
109,514
+14,571
+15% +$1.11M 1.18% 16
2021
Q2 		$6.91M Buy
94,943
+10,552
+13% +$730K 1.14% 26
2021
Q1 		$5.49M Sell
84,391
-116,990
-58% -$7.56M 1.01% 32
2020
Q4 		$12.9M Sell
201,381
-21,243
-10% -$1.29M 2.72% 4
2020
Q3 		$12.9M Sell
222,624
-36,844
-14% -$2.09M 3.29% 2
2020
Q2 		$13.5M Buy
259,468
+96,800
+60% +$4.64M 4.75% 1
2020
Q1 		$6.71M Buy
162,668
+160,980
+9,537% +$7.61M 2.74% 6
2019
Q4 		$81K Buy
1,688
+448
+36% +$20.8K 0.02% 206
2019
Q3 		$55K Hold
1,240
– – 0.02% 225
2019
Q2 		$55K Buy
1,240
+4
+0.3% +$176 0.02% 224
2019
Q1 		$53K Hold
1,236
– – 0.02% 205
2018
Q4 		$46K Sell
1,236
-1,120
-48% -$45.3K 0.02% 188
2018
Q3 		$104K Hold
2,356
– – 0.03% 147
2018
Q2 		$95K Hold
2,356
– – 0.03% 155
2018
Q1 		$91K Sell
2,356
-9,908
-81% -$395K 0.03% 157
2017
Q4 		$468K Buy
12,264
+10,624
+648% +$397K 0.17% 74
2017
Q3 		$58K Buy
+1,640
New +$57.8K 0.02% 161
2017
Q1 		– Sell
-428
Closed -$13K – 445
2016
Q4 		$13K Buy
+428
New +$12.9K 0.01% 235

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Royal Fund Management's IVW Position: Q2 2026 in Review

Royal Fund Management increased its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q2 2026, buying an estimated $427K and bringing the position to 146,678 shares worth $20.2M. The position accounts for 1.68% of the portfolio, ranked #7.

Royal Fund Management first reported a position in IVW in Q4 2016 and has held it in 37 quarters since. The position peaked at $21.2M in Q4 2021. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Royal Fund Management held 146,678 shares of iShares S&P 500 Growth ETF worth $20.2M as of Q2 2026.
  • Royal Fund Management bought 3,233 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $427K.
  • iShares S&P 500 Growth ETF made up 1.68% of Royal Fund Management's portfolio in Q2 2026, its #7 holding.
  • Royal Fund Management first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 37 quarters since.
  • Royal Fund Management's iShares S&P 500 Growth ETF position peaked at $21.2M in Q4 2021.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.