Tilson Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Tilson Financial Group’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	$9.21M	Sell	81,397 -376	-0.5%	-$45.2K	2.76%	11
2025 Q4	$10.1M	Sell	81,773 -934	-1%	-$114K	3.1%	7
2025 Q3	$9.98M	Sell	82,707 -3,921	-5%	-$451K	3.28%	7
2025 Q2	$9.54M	Buy	86,628 +8,871	+11%	+$878K	3.6%	6
2025 Q1	$7.22M	Sell	77,757 -2,588	-3%	-$261K	2.86%	11
2024 Q4	$8.16M	Sell	80,345 -575	-0.7%	-$57.4K	3.33%	9
2024 Q3	$7.75M	Buy	+80,920	New	+$7.47M	3.36%	9
2024 Q2	–	Sell	-84,316	Closed	-$7.12M	–	48
2024 Q1	$7.12M	Sell	84,316 -1,946	-2%	-$156K	3.82%	8
2023 Q4	$6.48M	Sell	86,262 -2,671	-3%	-$190K	4.17%	8
2023 Q3	$6.08M	Buy	+88,933	New	+$6.29M	4.78%	5
2023 Q2	–	Sell	-93,237	Closed	-$5.96M	–	39
2023 Q1	$5.96M	Buy	93,237 +653	+0.7%	+$39.9K	4.87%	7
2022 Q4	$5.42M	Buy	+92,584	New	+$5.56M	4.61%	7

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tilson Financial Group's IVW Position: Q1 2026 in Review

Tilson Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.46% in Q1 2026, selling an estimated $45.2K and leaving 81,397 shares worth $9.21M. The position accounts for 2.76% of the portfolio, ranked #11.

Tilson Financial Group first reported a position in IVW in Q4 2022 and has held it in 12 quarters since. The position peaked at $10.1M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Tilson Financial Group held 81,397 shares of iShares S&P 500 Growth ETF worth $9.21M as of Q1 2026.
Tilson Financial Group sold 376 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $45.2K.
iShares S&P 500 Growth ETF made up 2.76% of Tilson Financial Group's portfolio in Q1 2026, its #11 holding.
Tilson Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 12 quarters since.
Tilson Financial Group's iShares S&P 500 Growth ETF position peaked at $10.1M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.