TP
IVW icon

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
Q3 		$268K Sell
1,887
-124
-6% -$17.2K 0.09% 191
2026
Q2 		$277K Hold
2,011
– – 0.1% 201
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

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
CC
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
EWA
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
SIA
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
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Tranquility Partners's IVW Position: Q3 2026 in Review

Tranquility Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.2% in Q3 2026, selling an estimated $17.2K and leaving 1,887 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #191.

Tranquility Partners first reported a position in IVW in Q2 2022 and has held it in 13 quarters since. The position peaked at $474K in Q2 2022. 509 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Tranquility Partners held 1,887 shares of iShares S&P 500 Growth ETF worth $268K as of Q3 2026.
  • Tranquility Partners sold 124 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $17.2K.
  • iShares S&P 500 Growth ETF made up 0.09% of Tranquility Partners's portfolio in Q3 2026, its #191 holding.
  • Tranquility Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 13 quarters since.
  • Tranquility Partners's iShares S&P 500 Growth ETF position peaked at $474K in Q2 2022.
  • 509 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.