TFG
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Team Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Team Financial Group’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 		$207K Buy
1,507
+89
+6% +$11.8K 0.09% 56
2026
Q1 		$160K Buy
1,418
+101
+8% +$12.1K 0.07% 59
2025
Q4 		$162K Buy
1,317
+60
+5% +$7.34K 0.07% 52
2025
Q3 		$152K Buy
1,257
+126
+11% +$14.5K 0.07% 52
2025
Q2 		$124K Buy
+1,131
New +$112K 0.06% 55

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Team Financial Group's IVW Position: Q2 2026 in Review

Team Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 6.3% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,507 shares worth $207K. The position accounts for 0.09% of the portfolio, ranked #56.

Team Financial Group first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Team Financial Group held 1,507 shares of iShares S&P 500 Growth ETF worth $207K as of Q2 2026.
  • Team Financial Group bought 89 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $11.8K.
  • iShares S&P 500 Growth ETF made up 0.09% of Team Financial Group's portfolio in Q2 2026, its #56 holding.
  • Team Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.