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

TrueWealth Financial Partners’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 		– Sell
-1,883
Closed -$213K – 48
2026
Q1 		$213K Buy
+1,883
New +$226K 0.08% 63

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TrueWealth Financial Partners's IVW Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 1,883 shares — an estimated $213K sold.

TrueWealth Financial Partners first reported a position in IVW in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 1,883 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $213K.
  • TrueWealth Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and held it in 1 quarter.
  • TrueWealth Financial Partners's iShares S&P 500 Growth ETF position peaked at $213K in Q1 2026.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.