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TFO Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

TFO Wealth Partners’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 		$755K Sell
5,487
-1,563
-22% -$206K 0.08% 43
2026
Q1 		$797K Buy
7,050
+2
+0% +$241 0.11% 43
2025
Q4 		$869K Buy
7,048
+2,678
+61% +$328K 0.13% 34
2025
Q3 		$528K Hold
4,370
– – 0.09% 41
2025
Q2 		$481K Buy
4,370
+239
+6% +$23.7K 0.08% 33
2025
Q1 		$383K Buy
+4,131
New +$416K 0.08% 29
2024
Q4 		– Sell
-4,692
Closed -$449K – 19
2024
Q3 		$449K Sell
4,692
-2,765
-37% -$255K 0.08% 30
2024
Q2 		$690K Sell
7,457
-399
-5% -$34.4K 0.13% 26
2024
Q1 		$663K Sell
7,856
-328
-4% -$26.4K 0.13% 24
2023
Q4 		$615K Sell
8,184
-494
-6% -$35.2K 0.13% 26
2023
Q3 		$612K Hold
8,678
– – 0.13% 28
2023
Q2 		$612K Buy
8,678
+2
+0% +$132 0.13% 27
2023
Q1 		$554K Buy
8,676
+8,629
+18,360% +$527K 0.12% 27
2022
Q4 		$2.11K Sell
47
-8,638
-99% -$519K ﹤0.01% 248
2022
Q3 		$502K Hold
8,685
– – 0.13% 26
2022
Q2 		$524K Sell
8,685
-200
-2% -$13.2K 0.12% 27
2022
Q1 		$679K Sell
8,885
-176
-2% -$13.2K 0.13% 24
2021
Q4 		$748K Sell
9,061
-138
-2% -$11.1K 0.14% 24
2021
Q3 		$680K Sell
9,199
-342
-4% -$26.1K 0.13% 22
2021
Q2 		$695K Sell
9,541
-2,538
-21% -$176K 0.14% 21
2021
Q1 		$786K Sell
12,079
-457
-4% -$29.5K 0.24% 18
2020
Q4 		$800K Buy
12,536
+2,108
+20% +$128K 0.25% 17
2020
Q3 		$602K Sell
10,428
-248
-2% -$14K 0.23% 17
2020
Q2 		$554K Sell
10,676
-752
-7% -$36K 0.22% 19
2020
Q1 		$471K Hold
11,428
– – 0.2% 22
2019
Q4 		$553K Buy
+11,428
New +$530K 0.51% 16

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TFO Wealth Partners's IVW Position: Q2 2026 in Review

TFO Wealth Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 22% in Q2 2026, selling an estimated $206K and leaving 5,487 shares worth $755K. The position accounts for 0.08% of the portfolio, ranked #43.

TFO Wealth Partners first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $869K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • TFO Wealth Partners held 5,487 shares of iShares S&P 500 Growth ETF worth $755K as of Q2 2026.
  • TFO Wealth Partners sold 1,563 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $206K.
  • iShares S&P 500 Growth ETF made up 0.08% of TFO Wealth Partners's portfolio in Q2 2026, its #43 holding.
  • TFO Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • TFO Wealth Partners's iShares S&P 500 Growth ETF position peaked at $869K in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.