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

TrueWealth Advisors’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 		$575K Sell
4,182
-192
-4% -$25.4K 0.13% 137
2026
Q1 		$495K Buy
4,374
+54
+1% +$6.5K 0.12% 139
2025
Q4 		$532K Buy
4,320
+253
+6% +$31K 0.14% 126
2025
Q3 		$491K Sell
4,067
-108
-3% -$12.4K 0.13% 134
2025
Q2 		$460K Buy
4,175
+339
+9% +$33.6K 0.14% 133
2025
Q1 		$356K Sell
3,836
-386
-9% -$38.9K 0.12% 142
2024
Q4 		$429K Hold
4,222
– – 0.14% 135
2024
Q3 		$404K Sell
4,222
-1,510
-26% -$139K 0.14% 131
2024
Q2 		$530K Buy
5,732
+1,390
+32% +$120K 0.2% 90
2024
Q1 		$367K Buy
4,342
+1,483
+52% +$119K 0.14% 115
2023
Q4 		$215K Sell
2,859
-125
-4% -$8.9K 0.08% 183
2023
Q3 		$204K Buy
+2,984
New +$211K 0.09% 188

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

TrueWealth Advisors's IVW Position: Q2 2026 in Review

TrueWealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.4% in Q2 2026, selling an estimated $25.4K and leaving 4,182 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #137.

TrueWealth Advisors first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 658 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • TrueWealth Advisors held 4,182 shares of iShares S&P 500 Growth ETF worth $575K as of Q2 2026.
  • TrueWealth Advisors sold 192 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $25.4K.
  • iShares S&P 500 Growth ETF made up 0.13% of TrueWealth Advisors's portfolio in Q2 2026, its #137 holding.
  • TrueWealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 658 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.