TL Private Wealth
IVW icon

TL Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

TL Private Wealth’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
Q3 		$1.19M Buy
8,235
+7
+0.1% +$970 0.43% 16
2026
Q2 		$1.12M Sell
8,228
-136
-2% -$18K 0.41% 14
2026
Q1 		$1.01M Sell
8,364
-1,938
-19% -$233K 0.4% 15
2025
Q4 		$1.28M Buy
10,302
+532
+5% +$65.1K 0.49% 13
2025
Q3 		$1.18M Sell
9,770
-550
-5% -$63.3K 0.47% 13
2025
Q2 		$1.14M Buy
10,320
+34
+0.3% +$3.36K 0.47% 13
2025
Q1 		$853K Buy
10,286
+211
+2% +$21.3K 0.42% 13
2024
Q4 		$1.04M Sell
10,075
-149
-1% -$14.9K 0.46% 13
2024
Q3 		$968K Buy
10,224
+15
+0.1% +$1.38K 0.43% 14
2024
Q2 		$980K Buy
10,209
+608
+6% +$52.4K 0.44% 13
2024
Q1 		$809K Buy
9,601
+280
+3% +$22.5K 0.4% 18
2023
Q4 		$700K Buy
9,321
+438
+5% +$31.2K 0.36% 18
2023
Q3 		$620K Buy
8,883
+637
+8% +$45.1K 0.36% 18
2023
Q2 		$574K Sell
8,246
-225
-3% -$14.9K 0.32% 18
2023
Q1 		$541K Buy
8,471
+176
+2% +$10.8K 0.31% 20
2022
Q4 		$485K Buy
8,295
+1,470
+22% +$88.3K 0.28% 22
2022
Q3 		$394K Buy
6,825
+25
+0.4% +$1.62K 0.24% 25
2022
Q2 		$418K Buy
6,800
+33
+0.5% +$2.18K 0.24% 22
2022
Q1 		$486K Buy
6,767
+135
+2% +$10.1K 0.26% 22
2021
Q4 		$482K Sell
6,632
-857
-11% -$69K 0.27% 23
2021
Q3 		$592K Buy
7,489
+11
+0.1% +$839 0.32% 21
2021
Q2 		$544K Buy
7,478
+9
+0.1% +$623 0.32% 23
2021
Q1 		$514K Buy
7,469
+3,809
+104% +$246K 0.32% 24
2020
Q4 		$239K Buy
3,660
+8
+0.2% +$485 0.15% 44
2020
Q3 		$223K Buy
+3,652
New +$207K 0.16% 44
2020
Q1 		– Sell
-4,624
Closed -$240K – 42
2019
Q4 		$240K Buy
+4,624
New +$214K 0.21% 37

Other funds holding IVW

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

TL Private Wealth's IVW Position: Q3 2026 in Review

TL Private Wealth increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q3 2026, buying an estimated $970 and bringing the position to 8,235 shares worth $1.19M. The position accounts for 0.43% of the portfolio, ranked #16.

TL Private Wealth first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.28M in Q4 2025. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • TL Private Wealth held 8,235 shares of iShares S&P 500 Growth ETF worth $1.19M as of Q3 2026.
  • TL Private Wealth bought 7 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $970.
  • iShares S&P 500 Growth ETF made up 0.43% of TL Private Wealth's portfolio in Q3 2026, its #16 holding.
  • TL Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • TL Private Wealth's iShares S&P 500 Growth ETF position peaked at $1.28M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on TL Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.