TRUE Private Wealth 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 | $1.41M | Sell |
10,226
-65,649
| -87% | -$8.67M | 0.12% | 117 |
|
|
2026
Q1 | $8.58M | Sell |
75,875
-35,329
| -32% | -$4.25M | 0.82% | 25 |
|
|
2025
Q4 | $13.7M | Buy |
111,204
+3,431
| +3% | +$420K | 1.37% | 21 |
|
|
2025
Q3 | $13M | Buy |
107,773
+92,316
| +597% | +$10.6M | 1.33% | 21 |
|
|
2025
Q2 | $1.7M | Sell |
15,457
-3,984
| -20% | -$394K | 0.19% | 80 |
|
|
2025
Q1 | $1.8M | Sell |
19,441
-5,735
| -23% | -$578K | 0.22% | 66 |
|
|
2024
Q4 | $2.56M | Sell |
25,176
-23,614
| -48% | -$2.36M | 0.31% | 54 |
|
|
2024
Q3 | $4.67M | Buy |
48,790
+3,598
| +8% | +$332K | 0.56% | 36 |
|
|
2024
Q2 | $4.18M | Buy |
45,192
+9,383
| +26% | +$809K | 0.47% | 40 |
|
|
2024
Q1 | $3.02M | Buy |
35,809
+8,460
| +31% | +$680K | 0.35% | 49 |
|
|
2023
Q4 | $2.05M | Sell |
27,349
-413
| -1% | -$29.4K | 0.26% | 61 |
|
|
2023
Q3 | $1.9M | Buy |
27,762
+8,166
| +42% | +$578K | 0.26% | 63 |
|
|
2023
Q2 | $1.38M | Buy |
19,596
+6,736
| +52% | +$445K | 0.2% | 70 |
|
|
2023
Q1 | $822K | Sell |
12,860
-403
| -3% | -$24.6K | 0.12% | 92 |
|
|
2022
Q4 | $776K | Hold |
13,263
| – | – | 0.12% | 86 |
|
|
2022
Q3 | $767K | Hold |
13,263
| – | – | 0.12% | 82 |
|
|
2022
Q2 | $800K | Sell |
13,263
-103
| -0.8% | -$6.82K | 0.12% | 90 |
|
|
2022
Q1 | $936K | Sell |
13,366
-6,875
| -34% | -$516K | 0.13% | 86 |
|
|
2021
Q4 | $1.69M | Sell |
20,241
-6,974
| -26% | -$562K | 0.24% | 67 |
|
|
2021
Q3 | $2.01M | Buy |
27,215
+10,747
| +65% | +$819K | 0.29% | 59 |
|
|
2021
Q2 | $1.2M | Sell |
16,468
-56
| -0.3% | -$3.88K | 0.18% | 77 |
|
|
2021
Q1 | $1.08M | Sell |
16,524
-4,750
| -22% | -$307K | 0.17% | 82 |
|
|
2020
Q4 | $1.36M | Sell |
21,274
-3,178
| -13% | -$193K | 0.23% | 66 |
|
|
2020
Q3 | $1.41M | Sell |
24,452
-313,324
| -93% | -$17.7M | 0.24% | 65 |
|
|
2020
Q2 | $17.5M | Sell |
337,776
-5,524
| -2% | -$265K | 3.21% | 7 |
|
|
2020
Q1 | $14.2M | Sell |
343,300
-114,876
| -25% | -$5.43M | 3.02% | 7 |
|
|
2019
Q4 | $22.2M | Sell |
458,176
-168
| -0% | -$7.79K | 3.4% | 6 |
|
|
2019
Q3 | $20.6M | Sell |
458,344
-3,656
| -0.8% | -$165K | 3.56% | 6 |
|
|
2019
Q2 | $20.7M | Sell |
462,000
-15,428
| -3% | -$679K | 3.53% | 6 |
|
|
2019
Q1 | $20.6M | Sell |
477,428
-263,300
| -36% | -$10.8M | 3.92% | 4 |
|
|
2018
Q4 | $27.9M | Buy |
740,728
+130,528
| +21% | +$5.28M | 4.92% | 3 |
|
|
2018
Q3 | $27.1M | Buy |
610,200
+28,976
| +5% | +$1.25M | 3.81% | 4 |
|
|
2018
Q2 | $23.7M | Sell |
581,224
-18,616
| -3% | -$748K | 3.72% | 5 |
|
|
2018
Q1 | $23.3M | Buy |
599,840
+30,288
| +5% | +$1.21M | 3.99% | 6 |
|
|
2017
Q4 | $21.8M | Sell |
569,552
-37,084
| -6% | -$1.39M | 3.77% | 5 |
|
|
2017
Q3 | $21.8M | Sell |
606,636
-21,400
| -3% | -$754K | 4.9% | 4 |
|
|
2017
Q2 | $21.5M | Sell |
628,036
-269,936
| -30% | -$9.15M | 4.98% | 5 |
|
|
2017
Q1 | $29.5M | Buy |
897,972
+12,092
| +1% | +$388K | 6.75% | 3 |
|
|
2016
Q4 | $27.8M | Buy |
885,880
+436,216
| +97% | +$13.2M | 6.79% | 3 |
|
|
2016
Q3 | $13.5M | Buy |
449,664
+27,408
| +6% | +$831K | 4.31% | 8 |
|
|
2016
Q2 | $12.3M | Buy |
422,256
+102,004
| +32% | +$2.96M | 4.12% | 8 |
|
|
2016
Q1 | $9.28M | Sell |
320,252
-115,384
| -26% | -$3.17M | 3.61% | 7 |
|
|
2015
Q4 | $12.6M | Buy |
+435,636
| New | +$12.7M | 5.55% | 5 |
|
Other funds holding IVW
TRUE Private Wealth Advisors's IVW Position: Q2 2026 in Review
TRUE Private Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 87% in Q2 2026, selling an estimated $8.67M and leaving 10,226 shares worth $1.41M. The position accounts for 0.12% of the portfolio, ranked #117.
TRUE Private Wealth Advisors first reported a position in IVW in Q4 2015 and has held it in 43 quarters since. The position peaked at $29.5M in Q1 2017. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- TRUE Private Wealth Advisors held 10,226 shares of iShares S&P 500 Growth ETF worth $1.41M as of Q2 2026.
- TRUE Private Wealth Advisors sold 65,649 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $8.67M.
- iShares S&P 500 Growth ETF made up 0.12% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #117 holding.
- TRUE Private Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 43 quarters since.
- TRUE Private Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $29.5M in Q1 2017.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.