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 Q3	$608K	Sell	4,276 -159	-4%	-$22K	0.14%	35
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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TrueFG's IVW Position: Q3 2026 in Review

TrueFG reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.6% in Q3 2026, selling an estimated $22K and leaving 4,276 shares worth $608K. The position accounts for 0.14% of the portfolio, ranked #35.

TrueFG first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. The position peaked at $610K in Q2 2026. 492 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

TrueFG held 4,276 shares of iShares S&P 500 Growth ETF worth $608K as of Q3 2026.
TrueFG sold 159 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $22K.
iShares S&P 500 Growth ETF made up 0.14% of TrueFG's portfolio in Q3 2026, its #35 holding.
TrueFG first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
TrueFG's iShares S&P 500 Growth ETF position peaked at $610K in Q2 2026.
492 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.