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

Truepoint Inc’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	$3.16M	Sell	27,908 -491	-2%	-$59.1K	0.07%	44
2025 Q4	$3.5M	Sell	28,399 -3	-0%	-$367	0.08%	43
2025 Q3	$3.43M	Buy	28,402 +9,471	+50%	+$1.09M	0.08%	43
2025 Q2	$2.08M	Sell	18,931 -15,109	-44%	-$1.5M	0.05%	51
2025 Q1	$3.16M	Sell	34,040 -5,371	-14%	-$541K	0.09%	38
2024 Q4	$4M	Sell	39,411 -75	-0.2%	-$7.48K	0.11%	34
2024 Q3	$3.78M	Sell	39,486 -447	-1%	-$41.3K	0.1%	35
2024 Q2	$3.7M	Hold	39,933	–	–	0.11%	35
2024 Q1	$3.37M	Sell	39,933 -86	-0.2%	-$6.91K	0.1%	37
2023 Q4	$3.01M	Sell	40,019 -2,967	-7%	-$211K	0.09%	47
2023 Q3	$2.94M	Buy	42,986 +1	+0%	+$71	0.09%	44
2023 Q2	$3.03M	Buy	42,985 +5	+0%	+$331	0.1%	40
2023 Q1	$2.75M	Buy	42,980 +3,701	+9%	+$226K	0.09%	42
2022 Q4	$2.3M	Buy	39,279 +27,492	+233%	+$1.65M	0.08%	44
2022 Q3	$682K	Hold	11,787	–	–	0.03%	73
2022 Q2	$711K	Sell	11,787 -61	-0.5%	-$4.04K	0.04%	75
2022 Q1	$905K	Hold	11,848	–	–	0.04%	60
2021 Q4	$991K	Hold	11,848	–	–	0.05%	61
2021 Q3	$876K	Hold	11,848	–	–	0.04%	59
2021 Q2	$862K	Buy	11,848 +1	+0%	+$69	0.05%	56
2021 Q1	$771K	Sell	11,847 -257	-2%	-$16.6K	0.05%	54
2020 Q4	$772K	Buy	+12,104	New	+$734K	0.05%	52
2020 Q1	–	Sell	-14,068	Closed	-$681K	–	69
2019 Q4	$681K	Sell	14,068 -416	-3%	-$19.3K	0.05%	50
2019 Q3	$652K	Buy	14,484 +1,508	+12%	+$68.2K	0.06%	49
2019 Q2	$581K	Hold	12,976	–	–	0.05%	63
2019 Q1	$559K	Hold	12,976	–	–	0.05%	57
2018 Q4	$489K	Sell	12,976 -2,800	-18%	-$113K	0.05%	60
2018 Q3	$699K	Sell	15,776 -1,300	-8%	-$55.9K	0.06%	44
2018 Q2	$694K	Buy	17,076 +14,348	+526%	+$576K	0.06%	44
2018 Q1	$4.39K	Sell	2,728 -14,852	-84%	-$592K	0.03%	60
2017 Q4	$671K	Sell	17,580 -10,276	-37%	-$384K	0.06%	42
2017 Q3	$999K	Sell	27,856 -576	-2%	-$20.3K	0.1%	30
2017 Q2	$1M	Buy	28,432 +36	+0.1%	+$1.22K	0.1%	32
2017 Q1	$934K	Sell	28,396 -240	-0.8%	-$7.7K	0.1%	32
2016 Q4	$907K	Buy	28,636 +6,688	+30%	+$202K	0.1%	34
2016 Q3	$668K	Buy	21,948 +4,444	+25%	+$135K	0.08%	35
2016 Q2	$510K	Sell	17,504 -504	-3%	-$14.6K	0.07%	45
2016 Q1	$522K	Buy	18,008 +5,300	+42%	+$146K	0.07%	46
2015 Q4	$368K	Sell	12,708 -1,524	-11%	-$44.3K	0.05%	48
2015 Q3	$384K	Sell	14,232 -2,268	-14%	-$64.5K	0.06%	38
2015 Q2	$470K	Sell	16,500 -2,104	-11%	-$61K	0.07%	20
2015 Q1	$530K	Sell	18,604 -5,060	-21%	-$144K	0.08%	19
2014 Q4	$660K	Buy	23,664 +1,160	+5%	+$31.7K	0.11%	17
2014 Q3	$601K	Buy	+22,504	New	+$600K	0.1%	18

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

Truepoint Inc's IVW Position: Q1 2026 in Review

Truepoint Inc reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q1 2026, selling an estimated $59.1K and leaving 27,908 shares worth $3.16M. The position accounts for 0.07% of the portfolio, ranked #44.

Truepoint Inc first reported a position in IVW in Q3 2014 and has held it in 44 quarters since. The position peaked at $4M in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Truepoint Inc held 27,908 shares of iShares S&P 500 Growth ETF worth $3.16M as of Q1 2026.
Truepoint Inc sold 491 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $59.1K.
iShares S&P 500 Growth ETF made up 0.07% of Truepoint Inc's portfolio in Q1 2026, its #44 holding.
Truepoint Inc first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and has held it in 44 quarters since.
Truepoint Inc's iShares S&P 500 Growth ETF position peaked at $4M in Q4 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.