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

TME Financial’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	$3.74M	Buy	26,285 +235	+0.9%	+$32.6K	2.3%	12
2026 Q2	$3.58M	Sell	26,050 -17,277	-40%	-$2.28M	2.21%	12
2026 Q1	$4.9M	Buy	43,327 +17,604	+68%	+$2.12M	3.4%	11
2025 Q4	$3.17M	Sell	25,723 -18,093	-41%	-$2.21M	2.23%	16
2025 Q3	$5.29M	Buy	43,816 +1,083	+3%	+$125K	3.96%	8
2025 Q2	$4.7M	Buy	42,733 +19,307	+82%	+$1.91M	3.8%	8
2025 Q1	$2.17M	Sell	23,426 -9,322	-28%	-$940K	1.89%	17
2024 Q4	$3.14M	Buy	+32,748	New	+$3.27M	2.93%	9

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TME Financial's IVW Position: Q3 2026 in Review

TME Financial increased its iShares S&P 500 Growth ETF (IVW) stake by 0.9% in Q3 2026, buying an estimated $32.6K and bringing the position to 26,285 shares worth $3.74M. The position accounts for 2.3% of the portfolio, ranked #12.

TME Financial first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.29M in Q3 2025. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

TME Financial held 26,285 shares of iShares S&P 500 Growth ETF worth $3.74M as of Q3 2026.
TME Financial bought 235 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $32.6K.
iShares S&P 500 Growth ETF made up 2.3% of TME Financial's portfolio in Q3 2026, its #12 holding.
TME Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
TME Financial's iShares S&P 500 Growth ETF position peaked at $5.29M in Q3 2025.
1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on TME Financial's 13F filing for Q3 2026, filed 14 Oct 2026.