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 Q3	$501K	Hold	3,525	–	–	0.03%	121
2026 Q2	$485K	Sell	3,525 -629	-15%	-$83.1K	0.03%	117
2026 Q1	$470K	Buy	4,154 +629	+18%	+$75.6K	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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

RVW Wealth's IVW Position: Q3 2026 in Review

RVW Wealth held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,525 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #121.

RVW Wealth first reported a position in IVW in Q4 2022 and has held it in 16 quarters since. 717 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

RVW Wealth held 3,525 shares of iShares S&P 500 Growth ETF worth $501K as of Q3 2026.
RVW Wealth left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.03% of RVW Wealth's portfolio in Q3 2026, its #121 holding.
RVW Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
717 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.