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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$329K Hold
2,394
0.03% 225
2026
Q1
$271K Sell
2,394
-738
-24% -$88.8K 0.03% 216
2025
Q4
$386K Buy
3,132
+738
+31% +$90.3K 0.05% 181
2025
Q3
$289K Buy
+2,394
New +$275K 0.05% 176

Other funds holding IVW

True North Advisors's IVW Position: Q2 2026 in Review

True North Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,394 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #225.

True North Advisors first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. The position peaked at $386K in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • True North Advisors held 2,394 shares of iShares S&P 500 Growth ETF worth $329K as of Q2 2026.
  • True North Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.03% of True North Advisors's portfolio in Q2 2026, its #225 holding.
  • True North Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • True North Advisors's iShares S&P 500 Growth ETF position peaked at $386K in Q4 2025.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.