TrueFG’s iShares S&P 500 Growth ETF IVW Stock Holding History

TrueFG’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	$610K	Sell	4,435 -2	-0%	-$264	0.14%	36
2026 Q1	$502K	Hold	4,437	–	–	0.13%	38
2025 Q4	$547K	Hold	4,437	–	–	0.15%	36
2025 Q3	$536K	Hold	4,437	–	–	0.15%	36
2025 Q2	$488K	Buy	4,437 +1	+0%	+$99	0.15%	36
2025 Q1	$412K	Sell	4,436 -15	-0.3%	-$1.51K	0.14%	33
2024 Q4	$452K	Buy	4,451 +15	+0.3%	+$1.5K	0.15%	36
2024 Q3	$425K	Hold	4,436	–	–	0.14%	34
2024 Q2	$411K	Hold	4,436	–	–	0.15%	33
2024 Q1	$375K	Hold	4,436	–	–	0.14%	35
2023 Q4	$333K	Hold	4,436	–	–	0.13%	36
2023 Q3	$304K	Hold	4,436	–	–	0.13%	36
2023 Q2	$313K	Hold	4,436	–	–	0.13%	35
2023 Q1	$283K	Hold	4,436	–	–	0.13%	35
2022 Q4	$260K	Hold	4,436	–	–	0.12%	35
2022 Q3	$257K	Hold	4,436	–	–	0.14%	34
2022 Q2	$268K	Hold	4,436	–	–	0.14%	32
2022 Q1	$339K	Hold	4,436	–	–	0.15%	29
2021 Q4	$371K	Hold	4,436	–	–	0.16%	28
2021 Q3	$358K	Hold	4,436	–	–	0.16%	28
2021 Q2	$323K	Hold	4,436	–	–	0.16%	28
2021 Q1	$289K	Hold	4,436	–	–	0.16%	28
2020 Q4	$283K	Hold	4,436	–	–	0.17%	29
2020 Q3	$256K	Hold	4,436	–	–	0.18%	30
2020 Q2	$230K	Buy	+4,436	New	+$213K	0.17%	30
2020 Q1	–	Sell	-4,572	Closed	-$221K	–	29
2019 Q4	$221K	Buy	+4,572	New	+$212K	0.17%	29

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

TrueFG's IVW Position: Q2 2026 in Review

TrueFG reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.05% in Q2 2026, selling an estimated $264 and leaving 4,435 shares worth $610K. The position accounts for 0.14% of the portfolio, ranked #36.

TrueFG first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

TrueFG held 4,435 shares of iShares S&P 500 Growth ETF worth $610K as of Q2 2026.
TrueFG sold 2 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $264.
iShares S&P 500 Growth ETF made up 0.14% of TrueFG's portfolio in Q2 2026, its #36 holding.
TrueFG first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.