Thoroughbred Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Thoroughbred Financial Services’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	$204K	Buy	+1,485	New	+$196K	0.01%	611
2025 Q1	–	Sell	-1,998	Closed	-$202K	–	707
2024 Q4	$202K	Buy	+1,998	New	+$199K	0.01%	656
2022 Q1	–	Sell	-2,504	Closed	-$209K	–	373
2021 Q4	$209K	Sell	2,504 -243	-9%	-$19.6K	0.04%	321
2021 Q3	$203K	Sell	2,747 -345	-11%	-$26.3K	0.05%	311
2021 Q2	$225K	Hold	3,092	–	–	0.06%	279
2021 Q1	$201K	Buy	+3,092	New	+$200K	0.06%	266

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

Thoroughbred Financial Services's IVW Position: Q2 2026 in Review

Thoroughbred Financial Services opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,485 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Thoroughbred Financial Services previously reported a position in IVW as recently as Q4 2024.

Thoroughbred Financial Services first reported a position in IVW in Q1 2021 and has held it in 6 quarters since. The position peaked at $225K in Q2 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Thoroughbred Financial Services held 1,485 shares of iShares S&P 500 Growth ETF worth $204K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Thoroughbred Financial Services position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q2 2026, its #611 holding.
Thoroughbred Financial Services first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 6 quarters since.
Thoroughbred Financial Services's iShares S&P 500 Growth ETF position peaked at $225K in Q2 2021.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.