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

RTD 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 Q2	$4.64M	Sell	33,727 -237	-0.7%	-$31.3K	0.51%	44
2026 Q1	$3.84M	Sell	33,964 -3,581	-10%	-$431K	0.47%	44
2025 Q4	$4.63M	Sell	37,545 -4,651	-11%	-$569K	0.56%	43
2025 Q3	$5.09M	Sell	42,196 -622	-1%	-$71.5K	0.61%	39
2025 Q2	$4.71M	Buy	42,818 +5,056	+13%	+$500K	0.6%	39
2025 Q1	$3.51M	Sell	37,762 -2,706	-7%	-$273K	0.47%	43
2024 Q4	$4.11M	Sell	40,468 -1,053	-3%	-$105K	0.53%	39
2024 Q3	$3.98M	Sell	41,521 -3,445	-8%	-$318K	0.5%	41
2024 Q2	$4.16M	Sell	44,966 -4,117	-8%	-$355K	0.56%	41
2024 Q1	$4.14M	Sell	49,083 -3,502	-7%	-$281K	0.56%	40
2023 Q4	$3.95M	Sell	52,585 -1,339	-2%	-$95.3K	0.55%	40
2023 Q3	$3.69M	Buy	53,924 +3,885	+8%	+$275K	0.56%	40
2023 Q2	$3.53M	Sell	50,039 -899	-2%	-$59.4K	0.51%	41
2023 Q1	$3.25M	Sell	50,938 -1,337	-3%	-$81.7K	0.5%	40
2022 Q4	$3.06M	Sell	52,275 -2,000	-4%	-$120K	0.5%	40
2022 Q3	$3.14M	Sell	54,275 -5,944	-10%	-$386K	0.58%	39
2022 Q2	$3.63M	Buy	60,219 +21,299	+55%	+$1.41M	0.56%	43
2022 Q1	$2.97M	Buy	38,920 +10,679	+38%	+$802K	0.4%	45
2021 Q4	$2.36M	Buy	+28,241	New	+$2.28M	0.31%	47

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

RTD Financial Advisors's IVW Position: Q2 2026 in Review

RTD Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.7% in Q2 2026, selling an estimated $31.3K and leaving 33,727 shares worth $4.64M. The position accounts for 0.51% of the portfolio, ranked #44.

RTD Financial Advisors first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.09M in Q3 2025. 845 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

RTD Financial Advisors held 33,727 shares of iShares S&P 500 Growth ETF worth $4.64M as of Q2 2026.
RTD Financial Advisors sold 237 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $31.3K.
iShares S&P 500 Growth ETF made up 0.51% of RTD Financial Advisors's portfolio in Q2 2026, its #44 holding.
RTD Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's iShares S&P 500 Growth ETF position peaked at $5.09M in Q3 2025.
845 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.