Tempus Wealth Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Tempus Wealth Planning’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	$4.11M	Buy	29,874 +6,392	+27%	+$844K	0.8%	27
2026 Q1	$2.66M	Buy	23,482 +6,002	+34%	+$722K	0.61%	37
2025 Q4	$2.15M	Buy	17,480 +336	+2%	+$41.1K	0.49%	47
2025 Q3	$2.07M	Buy	17,144 +1,484	+9%	+$171K	0.48%	51
2025 Q2	$1.72M	Buy	15,660 +222	+1%	+$22K	0.43%	62
2025 Q1	$1.43M	Buy	15,438 +4,479	+41%	+$452K	0.43%	65
2024 Q4	$1.11M	Buy	10,959 +2,391	+28%	+$239K	0.34%	84
2024 Q3	$820K	Buy	8,568 +4,100	+92%	+$379K	0.3%	90
2024 Q2	$413K	Buy	+4,468	New	+$385K	0.17%	123
2024 Q1	–	Sell	-31,924	Closed	-$2.4M	–	201
2023 Q4	$2.4M	Buy	+31,924	New	+$2.27M	1.05%	22
2023 Q3	–	Sell	-29,733	Closed	-$2.1M	–	178
2023 Q2	$2.1M	Buy	+29,733	New	+$1.97M	0.95%	24
2022 Q1	–	Sell	-24,485	Closed	-$2.05M	–	144
2021 Q4	$2.05M	Sell	24,485 -1,749	-7%	-$141K	1.11%	21
2021 Q3	$1.94M	Sell	26,234 -700	-3%	-$53.4K	1.1%	21
2021 Q2	$1.96M	Buy	26,934 +43	+0.2%	+$2.98K	1.3%	17
2021 Q1	$1.75M	Buy	+26,891	New	+$1.74M	1.85%	15

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

Tempus Wealth Planning's IVW Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares S&P 500 Growth ETF (IVW) stake by 27% in Q2 2026, buying an estimated $844K and bringing the position to 29,874 shares worth $4.11M. The position accounts for 0.8% of the portfolio, ranked #27.

Tempus Wealth Planning first reported a position in IVW in Q1 2021 and has held it in 15 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Tempus Wealth Planning held 29,874 shares of iShares S&P 500 Growth ETF worth $4.11M as of Q2 2026.
Tempus Wealth Planning bought 6,392 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $844K.
iShares S&P 500 Growth ETF made up 0.8% of Tempus Wealth Planning's portfolio in Q2 2026, its #27 holding.
Tempus Wealth Planning first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 15 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.