Tranquility Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Tranquility Partners’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	$227K	Buy	2,011 +38	+2%	+$4.57K	0.09%	212
2025 Q4	$243K	Buy	1,973 +34	+2%	+$4.16K	0.09%	205
2025 Q3	$234K	Sell	1,939 -95	-5%	-$10.9K	0.08%	219
2025 Q2	$224K	Buy	+2,034	New	+$201K	0.08%	199
2024 Q3	–	Sell	-2,750	Closed	-$254K	–	221
2024 Q2	$254K	Buy	2,750 +2	+0.1%	+$172	0.1%	192
2024 Q1	$232K	Sell	2,748 -12	-0.4%	-$964	0.09%	202
2023 Q4	$207K	Sell	2,760 -1,029	-27%	-$73.2K	0.09%	196
2023 Q3	$259K	Buy	3,789 +640	+20%	+$45.3K	0.11%	182
2023 Q2	$222K	Buy	+3,149	New	+$208K	0.1%	202
2022 Q4	–	Sell	-7,895	Closed	-$457K	–	208
2022 Q3	$457K	Buy	7,895 +35	+0.4%	+$2.27K	0.25%	106
2022 Q2	$474K	Buy	+7,860	New	+$520K	0.25%	114

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

Tranquility Partners's IVW Position: Q1 2026 in Review

Tranquility Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 1.9% in Q1 2026, buying an estimated $4.57K and bringing the position to 2,011 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #212.

Tranquility Partners first reported a position in IVW in Q2 2022 and has held it in 11 quarters since. The position peaked at $474K in Q2 2022. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Tranquility Partners held 2,011 shares of iShares S&P 500 Growth ETF worth $227K as of Q1 2026.
Tranquility Partners bought 38 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $4.57K.
iShares S&P 500 Growth ETF made up 0.09% of Tranquility Partners's portfolio in Q1 2026, its #212 holding.
Tranquility Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 11 quarters since.
Tranquility Partners's iShares S&P 500 Growth ETF position peaked at $474K in Q2 2022.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.