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

Transamerica Financial 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 Q2	$3.05M	Buy	22,154 +5,071	+30%	+$670K	0.26%	95
2026 Q1	$1.93M	Buy	17,083 +2,161	+14%	+$260K	0.16%	134
2025 Q4	$1.84M	Buy	14,922 +6,455	+76%	+$790K	0.15%	140
2025 Q3	$1.02M	Buy	+8,467	New	+$974K	0.08%	166
2019 Q3	–	Sell	-400	Closed	-$18K	–	316
2019 Q2	$18K	Buy	+400	New	+$17.6K	﹤0.01%	278
2016 Q2	–	Sell	-14,220	Closed	-$412K	–	548
2016 Q1	$412K	Sell	14,220 -49,488	-78%	-$1.36M	0.03%	231
2015 Q4	$1.84M	Buy	+63,708	New	+$1.85M	0.14%	126
2015 Q2	–	Sell	-3,400	Closed	-$97K	–	913
2015 Q1	$97K	Buy	+3,400	New	+$96.5K	0.01%	369

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Transamerica Financial Advisors's IVW Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 30% in Q2 2026, buying an estimated $670K and bringing the position to 22,154 shares worth $3.05M. The position accounts for 0.26% of the portfolio, ranked #95.

Transamerica Financial Advisors first reported a position in IVW in Q1 2015 and has held it in 8 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Transamerica Financial Advisors held 22,154 shares of iShares S&P 500 Growth ETF worth $3.05M as of Q2 2026.
Transamerica Financial Advisors bought 5,071 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $670K.
iShares S&P 500 Growth ETF made up 0.26% of Transamerica Financial Advisors's portfolio in Q2 2026, its #95 holding.
Transamerica Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and has held it in 8 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.