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

Tiemann Investment 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
Q2 		$1.52M Sell
11,062
-703
-6% -$92.8K 0.55% 41
2026
Q1 		$1.33M Sell
11,765
-90
-0.8% -$10.8K 0.52% 42
2025
Q4 		$1.46M Buy
11,855
+70
+0.6% +$8.57K 0.57% 41
2025
Q3 		$1.42M Sell
11,785
-39
-0.3% -$4.49K 0.54% 40
2025
Q2 		$1.3M Sell
11,824
-557
-4% -$55.1K 0.53% 43
2025
Q1 		$1.15M Sell
12,381
-1,204
-9% -$121K 0.52% 41
2024
Q4 		$1.38M Sell
13,585
-537
-4% -$53.6K 0.61% 39
2024
Q3 		$1.35M Sell
14,122
-302
-2% -$27.9K 0.58% 39
2024
Q2 		$1.33M Buy
14,424
+227
+2% +$19.6K 0.59% 40
2024
Q1 		$1.2M Buy
14,197
+1,109
+8% +$89.1K 0.54% 43
2023
Q4 		$983K Sell
13,088
-450
-3% -$32K 0.48% 48
2023
Q3 		$926K Sell
13,538
-27
-0.2% -$1.91K 0.5% 49
2023
Q2 		$956K Buy
13,565
+542
+4% +$35.8K 0.49% 51
2023
Q1 		$832K Sell
13,023
-492
-4% -$30.1K 0.45% 52
2022
Q4 		$791K Buy
13,515
+841
+7% +$50.5K 0.46% 55
2022
Q3 		$733K Sell
12,674
-698
-5% -$45.4K 0.48% 51
2022
Q2 		$807K Sell
13,372
-183
-1% -$12.1K 0.43% 62
2022
Q1 		$1.03M Sell
13,555
-88
-0.6% -$6.61K 0.48% 57
2021
Q4 		$1.14M Sell
13,643
-204
-1% -$16.4K 0.48% 55
2021
Q3 		$1.02M Sell
13,847
-576
-4% -$43.9K 0.49% 54
2021
Q2 		$1.05M Sell
14,423
-238
-2% -$16.5K 0.49% 54
2021
Q1 		$955K Sell
14,661
-31
-0.2% -$2K 0.48% 56
2020
Q4 		$938K Sell
14,692
-220
-1% -$13.3K 0.5% 51
2020
Q3 		$861K Sell
14,912
-480
-3% -$27.2K 0.53% 49
2020
Q2 		$798K Buy
15,392
+1,748
+13% +$83.8K 0.54% 50
2020
Q1 		$563K Buy
13,644
+1,748
+15% +$82.7K 0.49% 57
2019
Q4 		$576K Sell
11,896
-652
-5% -$30.2K 0.39% 66
2019
Q3 		$565K Sell
12,548
-24
-0.2% -$1.09K 0.41% 63
2019
Q2 		$563K Sell
12,572
-60
-0.5% -$2.64K 0.41% 66
2019
Q1 		$544K Sell
12,632
-12
-0.1% -$492 0.41% 65
2018
Q4 		$476K Sell
12,644
-136
-1% -$5.5K 0.43% 63
2018
Q3 		$566K Sell
12,780
-300
-2% -$12.9K 0.43% 61
2018
Q2 		$532K Sell
13,080
-1,124
-8% -$45.1K 0.43% 64
2018
Q1 		$551K Sell
14,204
-496
-3% -$19.8K 0.44% 65
2017
Q4 		$561K Sell
14,700
-700
-5% -$26.2K 0.45% 66
2017
Q3 		$552K Sell
15,400
-68
-0.4% -$2.4K 0.47% 68
2017
Q2 		$529K Buy
15,468
+460
+3% +$15.6K 0.47% 65
2017
Q1 		$493K Sell
15,008
-180
-1% -$5.78K 0.46% 65
2016
Q4 		$462K Sell
15,188
-248
-2% -$7.49K 0.45% 68
2016
Q3 		$469K Sell
15,436
-1,440
-9% -$43.6K 0.43% 76
2016
Q2 		$492K Buy
16,876
+920
+6% +$26.7K 0.46% 72
2016
Q1 		$462K Sell
15,956
-1,400
-8% -$38.5K 0.46% 68
2015
Q4 		$502K Sell
17,356
-480
-3% -$14K 0.51% 61
2015
Q3 		$481K Buy
17,836
+324
+2% +$9.21K 0.53% 64
2015
Q2 		$498K Sell
17,512
-1,360
-7% -$39.4K 0.51% 64
2015
Q1 		$538K Buy
18,872
+2,412
+15% +$68.5K 0.56% 59
2014
Q4 		$459K Sell
16,460
-1,424
-8% -$38.9K 0.49% 69
2014
Q3 		$478K Buy
17,884
+376
+2% +$10K 0.53% 63
2014
Q2 		$460K Buy
17,508
+864
+5% +$21.9K 0.51% 63
2014
Q1 		$415K Buy
16,644
+584
+4% +$14.4K 0.47% 70
2013
Q4 		$396K Buy
+16,060
New +$379K 0.47% 71

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

Tiemann Investment Advisors's IVW Position: Q2 2026 in Review

Tiemann Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 6% in Q2 2026, selling an estimated $92.8K and leaving 11,062 shares worth $1.52M. The position accounts for 0.55% of the portfolio, ranked #41.

Tiemann Investment Advisors first reported a position in IVW in Q4 2013 and has held it in 51 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Tiemann Investment Advisors held 11,062 shares of iShares S&P 500 Growth ETF worth $1.52M as of Q2 2026.
  • Tiemann Investment Advisors sold 703 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $92.8K.
  • iShares S&P 500 Growth ETF made up 0.55% of Tiemann Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Tiemann Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.