tru Independence’s iShares S&P 500 Growth ETF IVW Stock Holding History

tru Independence’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	$727K	Buy	6,431 +28	+0.4%	+$3.37K	0.36%	36
2025 Q4	$789K	Buy	6,403 +2	+0%	+$245	0.2%	68
2025 Q3	$773K	Buy	6,401 +281	+5%	+$32.3K	0.2%	69
2025 Q2	$674K	Buy	6,120 +4	+0.1%	+$396	0.19%	71
2025 Q1	$568K	Buy	6,116 +3	+0%	+$302	0.18%	73
2024 Q4	$621K	Buy	6,113 +4	+0.1%	+$399	0.2%	68
2024 Q3	$585K	Sell	6,109 -110	-2%	-$10.2K	0.17%	73
2024 Q2	$575K	Sell	6,219 -226	-4%	-$19.5K	0.17%	71
2024 Q1	$544K	Sell	6,445 -280	-4%	-$22.5K	0.16%	74
2023 Q4	$505K	Sell	6,725 -75	-1%	-$5.34K	0.15%	78
2023 Q3	$465K	Hold	6,800	–	–	0.16%	82
2023 Q2	$479K	Buy	6,800 +8	+0.1%	+$529	0.16%	84
2023 Q1	$434K	Sell	6,792 -907	-12%	-$55.4K	0.14%	87
2022 Q4	$450K	Sell	7,699 -723	-9%	-$43.4K	0.15%	87
2022 Q3	$487K	Buy	8,422 +50	+0.6%	+$3.25K	0.17%	83
2022 Q2	$505K	Sell	8,372 -366	-4%	-$24.2K	0.16%	90
2022 Q1	$667K	Sell	8,738 -768	-8%	-$57.7K	0.18%	87
2021 Q4	$795K	Buy	9,506 +248	+3%	+$20K	0.22%	81
2021 Q3	$684K	Buy	+9,258	New	+$706K	0.19%	83
2021 Q2	–	Sell	-9,589	Closed	-$624K	–	322
2021 Q1	$624K	Buy	+9,589	New	+$620K	0.12%	154
2020 Q4	–	Sell	-3,352	Closed	-$194K	–	793
2020 Q3	$194K	Buy	+3,352	New	+$190K	0.06%	158
2020 Q1	–	Sell	-12,884	Closed	-$532K	–	814
2019 Q4	$532K	Buy	+12,884	New	+$597K	0.08%	160

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

tru Independence's IVW Position: Q1 2026 in Review

tru Independence increased its iShares S&P 500 Growth ETF (IVW) stake by 0.44% in Q1 2026, buying an estimated $3.37K and bringing the position to 6,431 shares worth $727K. The position accounts for 0.36% of the portfolio, ranked #36.

tru Independence first reported a position in IVW in Q4 2019 and has held it in 22 quarters since. The position peaked at $795K in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

tru Independence held 6,431 shares of iShares S&P 500 Growth ETF worth $727K as of Q1 2026.
tru Independence bought 28 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $3.37K.
iShares S&P 500 Growth ETF made up 0.36% of tru Independence's portfolio in Q1 2026, its #36 holding.
tru Independence first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 22 quarters since.
tru Independence's iShares S&P 500 Growth ETF position peaked at $795K in Q4 2021.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.