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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
Q2 		$864K Sell
6,281
-150
-2% -$19.8K 0.38% 33
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

tru Independence's IVW Position: Q2 2026 in Review

tru Independence reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q2 2026, selling an estimated $19.8K and leaving 6,281 shares worth $864K. The position accounts for 0.38% of the portfolio, ranked #33.

tru Independence first reported a position in IVW in Q4 2019 and has held it in 23 quarters since. 2,130 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • tru Independence held 6,281 shares of iShares S&P 500 Growth ETF worth $864K as of Q2 2026.
  • tru Independence sold 150 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $19.8K.
  • iShares S&P 500 Growth ETF made up 0.38% of tru Independence's portfolio in Q2 2026, its #33 holding.
  • tru Independence first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • 2,130 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.