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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
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% +$3.37K 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% +$1.39K 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

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

TL Private Wealth's IVW Position: Q2 2026 in Review

TL Private Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q2 2026, selling an estimated $18K and leaving 8,228 shares worth $1.12M. The position accounts for 0.41% of the portfolio, ranked #14.

TL Private Wealth first reported a position in IVW in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.28M in Q4 2025. 686 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • TL Private Wealth held 8,228 shares of iShares S&P 500 Growth ETF worth $1.12M as of Q2 2026.
  • TL Private Wealth sold 136 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $18K.
  • iShares S&P 500 Growth ETF made up 0.41% of TL Private Wealth's portfolio in Q2 2026, its #14 holding.
  • TL Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • TL Private Wealth's iShares S&P 500 Growth ETF position peaked at $1.28M in Q4 2025.
  • 686 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.