TCM
IVW icon

TruNorth Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

TruNorth Capital Management’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
2025
Q4 		– Sell
-802
Closed -$96.8K – 251
2025
Q3 		$96.8K Hold
802
– – 0.02% 126
2025
Q2 		$88.3K Hold
802
– – 0.02% 124
2025
Q1 		$74.5K Hold
802
– – 0.02% 168
2024
Q4 		$81.4K Hold
802
– – 0.02% 115
2024
Q3 		$76.8K Hold
802
– – 0.02% 115
2024
Q2 		$74.2K Buy
+802
New +$69.1K 0.02% 103

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TruNorth Capital Management's IVW Position: Q4 2025 in Review

TruNorth Capital Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 802 shares — an estimated $96.8K sold.

TruNorth Capital Management first reported a position in IVW in Q2 2024 and held it in 6 quarters. The position peaked at $96.8K in Q3 2025. 2,078 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • TruNorth Capital Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 802 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $96.8K.
  • TruNorth Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's iShares S&P 500 Growth ETF position peaked at $96.8K in Q3 2025.
  • 2,078 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.