TCV Trust & Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

TCV Trust & Wealth 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	$1.59M	Sell	11,583 -213	-2%	-$28.1K	0.12%	89
2026 Q1	$1.33M	Hold	11,796	–	–	0.11%	89
2025 Q4	$1.45M	Hold	11,796	–	–	0.12%	89
2025 Q3	$1.42M	Hold	11,796	–	–	0.12%	85
2025 Q2	$1.3M	Hold	11,796	–	–	0.11%	85
2025 Q1	$1.1M	Hold	11,796	–	–	0.1%	96
2024 Q4	$1.2M	Hold	11,796	–	–	0.11%	89
2024 Q3	$1.13M	Sell	11,796 -1,536	-12%	-$142K	0.1%	96
2024 Q2	$1.23M	Buy	13,332 +1,873	+16%	+$161K	0.12%	89
2024 Q1	$968K	Hold	11,459	–	–	0.09%	101
2023 Q4	$861K	Hold	11,459	–	–	0.09%	107
2023 Q3	$784K	Hold	11,459	–	–	0.09%	108
2023 Q2	$808K	Hold	11,459	–	–	0.09%	112
2023 Q1	$732K	Sell	11,459 -790	-6%	-$48.3K	0.08%	115
2022 Q4	$717K	Buy	+12,249	New	+$735K	0.08%	118

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

TCV Trust & Wealth Management's IVW Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q2 2026, selling an estimated $28.1K and leaving 11,583 shares worth $1.59M. The position accounts for 0.12% of the portfolio, ranked #89.

TCV Trust & Wealth Management first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 1,139 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

TCV Trust & Wealth Management held 11,583 shares of iShares S&P 500 Growth ETF worth $1.59M as of Q2 2026.
TCV Trust & Wealth Management sold 213 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $28.1K.
iShares S&P 500 Growth ETF made up 0.12% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #89 holding.
TCV Trust & Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,139 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.