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

TCP 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
Q2 		$1.38M Sell
10,032
-833
-8% -$110K 0.16% 48
2026
Q1 		$1.23M Sell
10,865
-148,666
-93% -$17.9M 0.16% 47
2025
Q4 		$19.7M Buy
159,531
+5,239
+3% +$641K 3.31% 12
2025
Q3 		$18.6M Buy
154,292
+2,697
+2% +$310K 3.32% 12
2025
Q2 		$16.7M Buy
151,595
+5,086
+3% +$503K 3.31% 12
2025
Q1 		$13.6M Buy
146,509
+3,347
+2% +$337K 3.04% 14
2024
Q4 		$14.5M Buy
143,162
+7,164
+5% +$715K 3.21% 12
2024
Q3 		$13M Buy
135,998
+133,406
+5,147% +$12.3M 3% 13
2024
Q2 		$240K Sell
2,592
-351
-12% -$30.3K 0.06% 62
2024
Q1 		$249K Buy
+2,943
New +$236K 0.07% 64

Other funds holding IVW

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

TCP Asset Management's IVW Position: Q2 2026 in Review

TCP Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.7% in Q2 2026, selling an estimated $110K and leaving 10,032 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #48.

TCP Asset Management first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.7M in Q4 2025. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • TCP Asset Management held 10,032 shares of iShares S&P 500 Growth ETF worth $1.38M as of Q2 2026.
  • TCP Asset Management sold 833 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $110K.
  • iShares S&P 500 Growth ETF made up 0.16% of TCP Asset Management's portfolio in Q2 2026, its #48 holding.
  • TCP Asset Management first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • TCP Asset Management's iShares S&P 500 Growth ETF position peaked at $19.7M in Q4 2025.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.