A detailed history of Retirement Wealth Solutions LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 40,098 shares of IVW stock, worth $4.85 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares
40,098
Previous 35,778 12.07%
Holding current value
$4.85 Million
Previous $3.94 Billion 22.88%
% of portfolio
3.18%
Previous 2.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025

BUY
$108.97 - $121.65 $470,750 - $525,528
4,320 Added 12.07%
40,098 $4.84 Billion
Q2 2025

Jul 07, 2025

SELL
$82.96 - $110.1 $56,578 - $75,088
-682 Reduced 1.87%
35,778 $3.94 Billion
Q1 2025

Apr 08, 2025

BUY
$92.45 - $106.69 $578,829 - $667,986
6,261 Added 20.73%
36,460 $3.38 Billion
Q4 2024

Jan 15, 2025

BUY
$94.43 - $105.47 $2.85 Million - $3.19 Million
30,199 New
30,199 $3.05 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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