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 Q3	$556K	Sell	3,910 -272	-7%	-$37.7K	0.13%	138
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

TrueWealth Advisors's IVW Position: Q3 2026 in Review

TrueWealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.5% in Q3 2026, selling an estimated $37.7K and leaving 3,910 shares worth $556K. The position accounts for 0.13% of the portfolio, ranked #138.

TrueWealth Advisors first reported a position in IVW in Q3 2023 and has held it in 13 quarters since. The position peaked at $575K in Q2 2026. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

TrueWealth Advisors held 3,910 shares of iShares S&P 500 Growth ETF worth $556K as of Q3 2026.
TrueWealth Advisors sold 272 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $37.7K.
iShares S&P 500 Growth ETF made up 0.13% of TrueWealth Advisors's portfolio in Q3 2026, its #138 holding.
TrueWealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 13 quarters since.
TrueWealth Advisors's iShares S&P 500 Growth ETF position peaked at $575K in Q2 2026.
1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.