True Vision MN’s iShares S&P 500 Growth ETF IVW Stock Holding History

True Vision MN’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	$9.6M	Buy	84,840 +9,974	+13%	+$1.2M	4.95%	4
2025 Q4	$9.23M	Buy	74,866 +111	+0.1%	+$13.6K	4.69%	6
2025 Q3	$9.02M	Sell	74,755 -3,608	-5%	-$415K	4.7%	4
2025 Q2	$8.63M	Sell	78,363 -7,173	-8%	-$710K	4.77%	5
2025 Q1	$7.94M	Buy	85,536 +79	+0.1%	+$7.96K	4.75%	4
2024 Q4	$8.68M	Sell	85,457 -3,466	-4%	-$346K	5.15%	3
2024 Q3	$8.51M	Sell	88,923 -5,631	-6%	-$520K	5.09%	3
2024 Q2	$8.75M	Buy	94,554 +37,658	+66%	+$3.25M	5.68%	3
2024 Q1	$4.7M	Buy	56,896 +36,581	+180%	+$2.94M	3.31%	6
2023 Q4	$1.53M	Buy	+20,315	New	+$1.45M	1.23%	23

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 Vision MN's IVW Position: Q1 2026 in Review

True Vision MN increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q1 2026, buying an estimated $1.2M and bringing the position to 84,840 shares worth $9.6M. The position accounts for 4.95% of the portfolio, ranked #4.

True Vision MN first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

True Vision MN held 84,840 shares of iShares S&P 500 Growth ETF worth $9.6M as of Q1 2026.
True Vision MN bought 9,974 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.2M.
iShares S&P 500 Growth ETF made up 4.95% of True Vision MN's portfolio in Q1 2026, its #4 holding.
True Vision MN first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.