RPS Advisory Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

RPS Advisory Solutions’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	–	Sell	-6,880	Closed	-$848K	–	124
2025 Q4	$848K	Sell	6,880 -339	-5%	-$41.5K	0.4%	47
2025 Q3	$871K	Sell	7,219 -83,061	-92%	-$9.55M	0.43%	42
2025 Q2	$9.94M	Buy	90,280 +81,287	+904%	+$8.05M	5.45%	6
2025 Q1	$835K	Sell	8,993 -39,936	-82%	-$4.03M	0.59%	19
2024 Q4	$4.97M	Buy	48,929 +16,484	+51%	+$1.64M	3.09%	5
2024 Q3	$3.11M	Buy	32,445 +16,321	+101%	+$1.51M	2.22%	12
2024 Q2	$1.49M	Buy	+16,124	New	+$1.39M	1.38%	16

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RPS Advisory Solutions's IVW Position: Q1 2026 in Review

RPS Advisory Solutions sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 6,880 shares — an estimated $848K sold.

RPS Advisory Solutions first reported a position in IVW in Q2 2024 and held it in 7 quarters. The position peaked at $9.94M in Q2 2025. 2,048 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

RPS Advisory Solutions reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
RPS Advisory Solutions sold 6,880 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $848K.
RPS Advisory Solutions first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and held it in 7 quarters.
RPS Advisory Solutions's iShares S&P 500 Growth ETF position peaked at $9.94M in Q2 2025.
2,048 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on RPS Advisory Solutions's 13F filing for Q1 2026, filed 4 May 2026.