Trail Ridge Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Trail Ridge Investment Advisors’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	$396K	Sell	3,499 -328	-9%	-$39.4K	0.17%	79
2025 Q4	$472K	Sell	3,827 -219	-5%	-$26.8K	0.2%	75
2025 Q3	$488K	Buy	4,046 +275	+7%	+$31.6K	0.22%	72
2025 Q2	$430K	Sell	3,771 -362	-9%	-$35.8K	0.21%	75
2025 Q1	$384K	Buy	4,133 +309	+8%	+$31.2K	0.2%	75
2024 Q4	$388K	Buy	3,824 +87	+2%	+$8.68K	0.18%	83
2024 Q3	$360K	Buy	3,737 +245	+7%	+$22.6K	0.17%	85
2024 Q2	$323K	Buy	+3,492	New	+$301K	0.17%	86
2022 Q4	–	Sell	-3,232	Closed	-$202K	–	123
2022 Q3	$202K	Sell	3,232 -2,833	-47%	-$184K	0.13%	125
2022 Q2	$366K	Sell	6,065 -8,278	-58%	-$548K	0.25%	101
2022 Q1	$1.1M	Sell	14,343 -937	-6%	-$70.4K	0.67%	48
2021 Q4	$1.28M	Buy	+15,280	New	+$1.23M	0.77%	41

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

Trail Ridge Investment Advisors's IVW Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.6% in Q1 2026, selling an estimated $39.4K and leaving 3,499 shares worth $396K. The position accounts for 0.17% of the portfolio, ranked #79.

Trail Ridge Investment Advisors first reported a position in IVW in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.28M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Trail Ridge Investment Advisors held 3,499 shares of iShares S&P 500 Growth ETF worth $396K as of Q1 2026.
Trail Ridge Investment Advisors sold 328 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $39.4K.
iShares S&P 500 Growth ETF made up 0.17% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #79 holding.
Trail Ridge Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 12 quarters since.
Trail Ridge Investment Advisors's iShares S&P 500 Growth ETF position peaked at $1.28M in Q4 2021.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.