TA
IVW icon

TFB Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

TFB Advisors’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
Q1 		– Sell
-6,216
Closed -$766K – 253
2025
Q4 		$766K Sell
6,216
-107
-2% -$13.1K 0.21% 114
2025
Q3 		$758K Sell
6,323
-76
-1% -$8.74K 0.22% 113
2025
Q2 		$705K Sell
6,399
-326
-5% -$32.3K 0.18% 133
2025
Q1 		$624K Sell
6,725
-1,714
-20% -$173K 0.18% 133
2024
Q4 		$857K Sell
8,439
-230
-3% -$22.9K 0.25% 93
2024
Q3 		$830K Buy
8,669
+184
+2% +$17K 0.25% 95
2024
Q2 		$785K Sell
8,485
-1,056
-11% -$91K 0.26% 89
2024
Q1 		$771K Buy
9,541
+497
+5% +$39.9K 0.28% 82
2023
Q4 		$679K Buy
+9,044
New +$644K 0.35% 65
2023
Q3 		– Sell
-9,097
Closed -$641K – 161
2023
Q2 		$641K Buy
+9,097
New +$601K 0.28% 86

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TFB Advisors's IVW Position: Q1 2026 in Review

TFB Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 6,216 shares — an estimated $766K sold.

TFB Advisors first reported a position in IVW in Q2 2023 and held it in 10 quarters. The position peaked at $857K in Q4 2024. 2,050 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • TFB Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 6,216 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $766K.
  • TFB Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and held it in 10 quarters.
  • TFB Advisors's iShares S&P 500 Growth ETF position peaked at $857K in Q4 2024.
  • 2,050 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.