Tidal Investments’s iShares S&P 500 Growth ETF IVW Stock Holding History

Tidal Investments’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	$268K	Buy	+1,946	New	+$257K	﹤0.01%	2359
2026 Q1	–	Sell	-1,946	Closed	-$240K	–	2465
2025 Q4	$240K	Hold	1,946	–	–	﹤0.01%	1926
2025 Q3	$235K	Sell	1,946 -126	-6%	-$14.5K	﹤0.01%	1901
2025 Q2	$228K	Buy	+2,072	New	+$205K	﹤0.01%	1726
2022 Q1	–	Sell	-2,568	Closed	-$215K	–	1120
2021 Q4	$215K	Buy	+2,568	New	+$207K	0.01%	890

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

Tidal Investments's IVW Position: Q2 2026 in Review

Tidal Investments opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,946 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #2359 among its holdings. This is a return to the name: Tidal Investments previously reported a position in IVW as recently as Q4 2025.

Tidal Investments first reported a position in IVW in Q4 2021 and has held it in 5 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Tidal Investments held 1,946 shares of iShares S&P 500 Growth ETF worth $268K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Tidal Investments position in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2359 holding.
Tidal Investments first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 5 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.