RW
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RVW Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

RVW Wealth’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 		$485K Sell
3,525
-629
-15% -$83.1K 0.03% 117
2026
Q1 		$470K Buy
4,154
+629
+18% +$75.7K 0.04% 116
2025
Q4 		$434K Hold
3,525
– – 0.03% 119
2025
Q3 		$426K Hold
3,525
– – 0.03% 123
2025
Q2 		$388K Hold
3,525
– – 0.03% 120
2025
Q1 		$327K Hold
3,525
– – 0.03% 122
2024
Q4 		$358K Hold
3,525
– – 0.03% 109
2024
Q3 		$338K Hold
3,525
– – 0.03% 116
2024
Q2 		$326K Hold
3,525
– – 0.03% 112
2024
Q1 		$298K Hold
3,525
– – 0.03% 119
2023
Q4 		$265K Hold
3,525
– – 0.03% 119
2023
Q3 		$241K Hold
3,525
– – 0.03% 118
2023
Q2 		$248K Sell
3,525
-623
-15% -$41.2K 0.03% 129
2023
Q1 		$265K Hold
4,148
– – 0.03% 123
2022
Q4 		$243K Buy
+4,148
New +$249K 0.03% 135

Other funds holding IVW

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
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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

RVW Wealth's IVW Position: Q2 2026 in Review

RVW Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 15% in Q2 2026, selling an estimated $83.1K and leaving 3,525 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #117.

RVW Wealth first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • RVW Wealth held 3,525 shares of iShares S&P 500 Growth ETF worth $485K as of Q2 2026.
  • RVW Wealth sold 629 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $83.1K.
  • iShares S&P 500 Growth ETF made up 0.03% of RVW Wealth's portfolio in Q2 2026, its #117 holding.
  • RVW Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.