TBH Global Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

TBH Global Asset Management’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 Q1	$279K	Sell	2,471 -40,270	-94%	-$4.84M	0.06%	227
2025 Q4	$27.7M	Buy	42,741 +39,962	+1,438%	+$4.89M	4.62%	3
2025 Q3	$335K	Buy	+2,779	New	+$320K	0.07%	206
2025 Q1	–	Sell	-2,779	Closed	-$282K	–	189
2024 Q4	$282K	Hold	2,779	–	–	0.07%	211
2024 Q3	$266K	Hold	2,779	–	–	0.06%	222
2024 Q2	$257K	Sell	2,779 -777	-22%	-$67K	0.06%	219
2024 Q1	$300K	Buy	+3,556	New	+$286K	0.06%	206
2023 Q4	–	Sell	-3,704	Closed	-$253K	–	231
2023 Q3	$253K	Buy	3,704 +87	+2%	+$6.16K	0.05%	224
2023 Q2	$255K	Buy	+3,617	New	+$239K	0.05%	212
2022 Q2	–	Sell	-4,071	Closed	-$311K	–	167
2022 Q1	$311K	Sell	4,071 -200	-5%	-$15K	0.07%	155
2021 Q4	$357K	Sell	4,271 -272	-6%	-$21.9K	0.07%	155
2021 Q3	$336K	Buy	4,543 +1	+0%	+$76	0.08%	155
2021 Q2	$330K	Sell	4,542 -836	-16%	-$57.9K	0.08%	161
2021 Q1	$350K	Buy	5,378 +271	+5%	+$17.5K	0.09%	140
2020 Q4	$326K	Buy	5,107 +1,027	+25%	+$62.3K	0.1%	136
2020 Q3	$236K	Hold	4,080	–	–	0.08%	151
2020 Q2	$212K	Buy	+4,080	New	+$196K	0.08%	152
2020 Q1	–	Sell	-4,140	Closed	-$200K	–	157
2019 Q4	$200K	Buy	+4,140	New	+$192K	0.06%	157

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TBH Global Asset Management's IVW Position: Q1 2026 in Review

TBH Global Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 94% in Q1 2026, selling an estimated $4.84M and leaving 2,471 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #227.

TBH Global Asset Management first reported a position in IVW in Q4 2019 and has held it in 18 quarters since. The position peaked at $27.7M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

TBH Global Asset Management held 2,471 shares of iShares S&P 500 Growth ETF worth $279K as of Q1 2026.
TBH Global Asset Management sold 40,270 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $4.84M.
iShares S&P 500 Growth ETF made up 0.06% of TBH Global Asset Management's portfolio in Q1 2026, its #227 holding.
TBH Global Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 18 quarters since.
TBH Global Asset Management's iShares S&P 500 Growth ETF position peaked at $27.7M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.