True Wealth Design’s iShares S&P 500 Growth ETF IVW Stock Holding History

True Wealth Design’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 Q2	$68.9K	Hold	501	–	–	0.02%	369
2026 Q1	$56.7K	Hold	501	–	–	0.02%	368
2025 Q4	$61.8K	Hold	501	–	–	0.02%	279
2025 Q3	$60.5K	Hold	501	–	–	0.02%	276
2025 Q2	$55.2K	Hold	501	–	–	0.02%	192
2025 Q1	$46.5K	Hold	501	–	–	0.02%	196
2024 Q4	$50.9K	Sell	501 -126	-20%	-$12.6K	0.02%	158
2024 Q3	$60K	Hold	627	–	–	0.02%	113
2024 Q2	$58K	Hold	627	–	–	0.01%	157
2024 Q1	$52.9K	Hold	627	–	–	0.01%	160
2023 Q4	$47.1K	Sell	627 -173	-22%	-$12.3K	0.01%	156
2023 Q3	$54.7K	Hold	800	–	–	0.02%	146
2023 Q2	$56.4K	Hold	800	–	–	0.02%	149
2023 Q1	$51.1K	Hold	800	–	–	0.02%	158
2022 Q4	$46.8K	Buy	+800	New	+$48K	0.02%	150

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

True Wealth Design's IVW Position: Q2 2026 in Review

True Wealth Design held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 501 shares worth $68.9K. The position accounts for 0.02% of the portfolio, ranked #369.

True Wealth Design first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

True Wealth Design held 501 shares of iShares S&P 500 Growth ETF worth $68.9K as of Q2 2026.
True Wealth Design left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #369 holding.
True Wealth Design first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.