tru Independence
IVW icon

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
Q3 		$894K Buy
6,284
+3
+0% +$416 0.38% 31
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

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
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
Encompass Wealth Advisors
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
Stegner Investment Associates
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
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

tru Independence's IVW Position: Q3 2026 in Review

tru Independence increased its iShares S&P 500 Growth ETF (IVW) stake by 0.05% in Q3 2026, buying an estimated $416 and bringing the position to 6,284 shares worth $894K. The position accounts for 0.38% of the portfolio, ranked #31.

tru Independence first reported a position in IVW in Q4 2019 and has held it in 24 quarters since. 633 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • tru Independence held 6,284 shares of iShares S&P 500 Growth ETF worth $894K as of Q3 2026.
  • tru Independence bought 3 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $416.
  • iShares S&P 500 Growth ETF made up 0.38% of tru Independence's portfolio in Q3 2026, its #31 holding.
  • tru Independence first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.