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 42,432 shares of IVW stock, worth $5.14 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares
42,432
Previous 40,098 5.82%
Holding current value
$5.14 Million
Previous $4.84 Billion 8.05%
% of portfolio
3.31%
Previous 3.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$118.29 - $126.28 $276,088 - $294,737
2,334 Added 5.82%
42,432 $5.23 Billion
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
Track This Portfolio

Track Retirement Wealth Solutions LLC Portfolio

Follow Retirement Wealth Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Wealth Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Wealth Solutions LLC with notifications on news.