Timonier Family Office’s iShares S&P 500 Growth ETF IVW Stock Holding History

Timonier Family Office’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	$761K	Buy	+5,536	New	+$731K	0.22%	32
2025 Q4	$682K	Hold	5,536	–	–	0.22%	33
2025 Q3	$668K	Hold	5,536	–	–	0.22%	32
2025 Q2	$610K	Hold	5,536	–	–	0.23%	32
2025 Q1	$514K	Hold	5,536	–	–	0.23%	35
2024 Q4	$562K	Buy	+5,536	New	+$552K	0.29%	35

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

Timonier Family Office's IVW Position: Q2 2026 in Review

Timonier Family Office opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 5,536 shares worth $761K. The stake represents 0.22% of the portfolio and ranks #32 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in IVW as recently as Q4 2025.

Timonier Family Office first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Timonier Family Office held 5,536 shares of iShares S&P 500 Growth ETF worth $761K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Timonier Family Office position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.22% of Timonier Family Office's portfolio in Q2 2026, its #32 holding.
Timonier Family Office first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.