RWA Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

RWA Wealth Partners’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	$3.41M	Buy	24,799 +1,413	+6%	+$187K	0.03%	215
2026 Q1	$2.65M	Buy	23,386 +992	+4%	+$119K	0.03%	226
2025 Q4	$2.76M	Buy	22,394 +6,923	+45%	+$847K	0.03%	227
2025 Q3	$1.87M	Buy	15,471 +775	+5%	+$89.1K	0.02%	265
2025 Q2	$1.62M	Buy	14,696 +2	+0%	+$198	0.02%	271
2025 Q1	$1.36M	Sell	14,694 -5	-0%	-$504	0.02%	278
2024 Q4	$1.49M	Sell	14,699 -1,985	-12%	-$198K	0.02%	277
2024 Q3	$1.6M	Buy	16,684 +1,763	+12%	+$163K	0.02%	267
2024 Q2	$1.38M	Sell	14,921 -926	-6%	-$79.8K	0.02%	269
2024 Q1	$1.34M	Sell	15,847 -143	-0.9%	-$11.5K	0.02%	274
2023 Q4	$1.2M	Buy	+15,990	New	+$1.14M	0.02%	269
2022 Q4	–	Sell	-11,046	Closed	-$639K	–	264
2022 Q3	$639K	Sell	11,046 -812	-7%	-$52.8K	0.05%	148
2022 Q2	$716K	Buy	+11,858	New	+$785K	0.05%	145
2019 Q1	–	Sell	-9,436	Closed	-$355K	–	236
2018 Q4	$355K	Buy	+9,436	New	+$382K	0.05%	166
2018 Q3	–	Sell	-460	Closed	-$19K	–	473
2018 Q2	$19K	Hold	460	–	–	﹤0.01%	541
2018 Q1	$18K	Buy	+460	New	+$18.4K	﹤0.01%	414

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

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

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

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

RWA Wealth Partners's IVW Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 6% in Q2 2026, buying an estimated $187K and bringing the position to 24,799 shares worth $3.41M. The position accounts for 0.03% of the portfolio, ranked #215.

RWA Wealth Partners first reported a position in IVW in Q1 2018 and has held it in 16 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

RWA Wealth Partners held 24,799 shares of iShares S&P 500 Growth ETF worth $3.41M as of Q2 2026.
RWA Wealth Partners bought 1,413 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $187K.
iShares S&P 500 Growth ETF made up 0.03% of RWA Wealth Partners's portfolio in Q2 2026, its #215 holding.
RWA Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and has held it in 16 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.