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

True Link 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 Q1	$27K	Sell	239 -17,315	-99%	-$2.08M	﹤0.01%	266
2025 Q4	$2.16M	Sell	17,554 -3,505	-17%	-$429K	0.13%	26
2025 Q3	$2.54M	Sell	21,059 -986	-4%	-$113K	0.16%	21
2025 Q2	$2.43M	Sell	22,045 -2,133	-9%	-$211K	0.17%	21
2025 Q1	$2.24M	Buy	+24,178	New	+$2.44M	0.17%	25
2022 Q1	–	Sell	-768	Closed	-$64K	–	201
2021 Q4	$64K	Hold	768	–	–	0.01%	437
2021 Q3	$57K	Hold	768	–	–	0.01%	445
2021 Q2	$56K	Hold	768	–	–	0.01%	402
2021 Q1	$50K	Hold	768	–	–	0.01%	505
2020 Q4	$49K	Buy	+768	New	+$46.6K	0.01%	549

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

True Link Financial Advisors's IVW Position: Q1 2026 in Review

True Link Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 99% in Q1 2026, selling an estimated $2.08M and leaving 239 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

True Link Financial Advisors first reported a position in IVW in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.54M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

True Link Financial Advisors held 239 shares of iShares S&P 500 Growth ETF worth $27K as of Q1 2026.
True Link Financial Advisors sold 17,315 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.08M.
iShares S&P 500 Growth ETF made up ﹤0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #266 holding.
True Link Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 10 quarters since.
True Link Financial Advisors's iShares S&P 500 Growth ETF position peaked at $2.54M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.