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

Truvestments Capital’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 		$376K Sell
2,736
-511
-16% -$67.5K 0.06% 257
2026
Q1 		$367K Buy
3,247
+1
+0% +$120 0.07% 236
2025
Q4 		$400K Sell
3,246
-221
-6% -$27K 0.07% 203
2025
Q3 		$419K Buy
3,467
+224
+7% +$25.8K 0.08% 202
2025
Q2 		$357K Sell
3,243
-123
-4% -$12.2K 0.07% 191
2025
Q1 		$312K Buy
3,366
+963
+40% +$97.1K 0.07% 198
2024
Q4 		$244K Sell
2,403
-3
-0.1% -$299 0.06% 204
2024
Q3 		$230K Buy
2,406
+118
+5% +$10.9K 0.06% 202
2024
Q2 		$212K Sell
2,288
-186
-8% -$16K 0.08% 202
2024
Q1 		$209K Sell
2,474
-526
-18% -$42.3K 0.08% 213
2023
Q4 		$225K Buy
3,000
+13
+0.4% +$925 0.1% 202
2023
Q3 		$204K Hold
2,987
– – 0.11% 178
2023
Q2 		$211K Sell
2,987
-198
-6% -$13.1K 0.1% 177
2023
Q1 		$203K Sell
3,185
-1,475
-32% -$90.2K 0.11% 158
2022
Q4 		$273K Sell
4,660
-5
-0.1% -$300 0.15% 111
2022
Q3 		$270K Sell
4,665
-116
-2% -$7.54K 0.17% 122
2022
Q2 		$289K Sell
4,781
-1,765
-27% -$117K 0.17% 122
2022
Q1 		$500K Buy
6,546
+94
+1% +$7.06K 0.27% 87
2021
Q4 		$540K Buy
6,452
+6
+0.1% +$483 0.27% 90
2021
Q3 		$476K Buy
6,446
+8
+0.1% +$610 0.26% 97
2021
Q2 		$468K Buy
6,438
+6
+0.1% +$415 0.26% 99
2021
Q1 		$419K Sell
6,432
-700
-10% -$45.3K 0.24% 114
2020
Q4 		$455K Buy
7,132
+1,776
+33% +$108K 0.32% 83
2020
Q3 		$309K Buy
5,356
+504
+10% +$28.5K 0.28% 97
2020
Q2 		$251K Sell
4,852
-340
-7% -$16.3K 0.26% 80
2020
Q1 		$214K Buy
5,192
+1,012
+24% +$47.9K 0.27% 86
2019
Q4 		$202K Buy
4,180
+32
+0.8% +$1.48K 0.14% 132
2019
Q3 		$187K Buy
4,148
+8
+0.2% +$362 0.12% 132
2019
Q2 		$186K Buy
+4,140
New +$182K 0.13% 139

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
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

Truvestments Capital's IVW Position: Q2 2026 in Review

Truvestments Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q2 2026, selling an estimated $67.5K and leaving 2,736 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #257.

Truvestments Capital first reported a position in IVW in Q2 2019 and has held it in 29 quarters since. The position peaked at $540K in Q4 2021. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Truvestments Capital held 2,736 shares of iShares S&P 500 Growth ETF worth $376K as of Q2 2026.
  • Truvestments Capital sold 511 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $67.5K.
  • iShares S&P 500 Growth ETF made up 0.06% of Truvestments Capital's portfolio in Q2 2026, its #257 holding.
  • Truvestments Capital first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • Truvestments Capital's iShares S&P 500 Growth ETF position peaked at $540K in Q4 2021.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.