TCTC Holdings’s iShares S&P 500 Growth ETF IVW Stock Holding History

TCTC Holdings’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	$1.8M	Buy	13,081 +2,356	+22%	+$311K	0.05%	114
2026 Q1	$1.21M	Buy	10,725 +6,690	+166%	+$805K	0.03%	125
2025 Q4	$497K	Buy	4,035 +2,203	+120%	+$270K	0.01%	169
2025 Q3	$221K	Hold	1,832	–	–	0.01%	203
2025 Q2	$202K	Hold	1,832	–	–	0.01%	206
2025 Q1	$170K	Hold	1,832	–	–	0.01%	215
2024 Q4	$186K	Hold	1,832	–	–	0.01%	208
2024 Q3	$175K	Hold	1,832	–	–	0.01%	213
2024 Q2	$170K	Hold	1,832	–	–	0.01%	216
2024 Q1	$155K	Hold	1,832	–	–	0.01%	212
2023 Q4	$138K	Hold	1,832	–	–	0.01%	216
2023 Q3	$125K	Hold	1,832	–	–	﹤0.01%	210
2023 Q2	$129K	Hold	1,832	–	–	0.01%	214
2023 Q1	$117K	Hold	1,832	–	–	﹤0.01%	225
2022 Q4	$107K	Hold	1,832	–	–	﹤0.01%	220
2022 Q3	$106K	Hold	1,832	–	–	﹤0.01%	208
2022 Q2	$111K	Hold	1,832	–	–	﹤0.01%	216
2022 Q1	$140K	Hold	1,832	–	–	0.01%	213
2021 Q4	$153K	Hold	1,832	–	–	0.01%	223
2021 Q3	$135K	Hold	1,832	–	–	0.01%	218
2021 Q2	$133K	Hold	1,832	–	–	0.01%	203
2021 Q1	$119K	Hold	1,832	–	–	0.01%	208
2020 Q4	$117K	Buy	1,832 +464	+34%	+$28.1K	0.01%	199
2020 Q3	$79K	Hold	1,368	–	–	﹤0.01%	215
2020 Q2	$71K	Buy	+1,368	New	+$65.6K	﹤0.01%	218

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

TCTC Holdings's IVW Position: Q2 2026 in Review

TCTC Holdings increased its iShares S&P 500 Growth ETF (IVW) stake by 22% in Q2 2026, buying an estimated $311K and bringing the position to 13,081 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #114.

TCTC Holdings first reported a position in IVW in Q2 2020 and has held it in 25 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

TCTC Holdings held 13,081 shares of iShares S&P 500 Growth ETF worth $1.8M as of Q2 2026.
TCTC Holdings bought 2,356 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $311K.
iShares S&P 500 Growth ETF made up 0.05% of TCTC Holdings's portfolio in Q2 2026, its #114 holding.
TCTC Holdings first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on TCTC Holdings's 13F filing for Q2 2026, filed 11 Aug 2026.