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

TruWealth 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 Q1	$364K	Sell	3,216 -136	-4%	-$16.4K	0.02%	138
2025 Q4	$413K	Hold	3,352	–	–	0.02%	132
2025 Q3	$405K	Hold	3,352	–	–	0.02%	131
2025 Q2	$369K	Hold	3,352	–	–	0.02%	133
2025 Q1	$311K	Hold	3,352	–	–	0.02%	126
2024 Q4	$340K	Hold	3,352	–	–	0.02%	123
2024 Q3	$321K	Hold	3,352	–	–	0.02%	124
2024 Q2	$310K	Hold	3,352	–	–	0.02%	129
2024 Q1	$283K	Hold	3,352	–	–	0.02%	129
2023 Q4	$252K	Hold	3,352	–	–	0.02%	131
2023 Q3	$229K	Sell	3,352 -142	-4%	-$10K	0.02%	134
2023 Q2	$246K	Hold	3,494	–	–	0.02%	133
2023 Q1	$223K	Sell	3,494 -179	-5%	-$10.9K	0.02%	139
2022 Q4	$215K	Hold	3,673	–	–	0.02%	129
2022 Q3	$212K	Hold	3,673	–	–	0.02%	128
2022 Q2	$222K	Sell	3,673 -238	-6%	-$15.8K	0.02%	123
2022 Q1	$299K	Sell	3,911 -31	-0.8%	-$2.33K	0.03%	94
2021 Q4	$330K	Hold	3,942	–	–	0.03%	91
2021 Q3	$291K	Hold	3,942	–	–	0.03%	97
2021 Q2	$287K	Buy	3,942 +332	+9%	+$23K	0.03%	92
2021 Q1	$235K	Sell	3,610 -174	-5%	-$11.2K	0.03%	99
2020 Q4	$241K	Buy	+3,784	New	+$229K	0.04%	92

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TruWealth Advisors's IVW Position: Q1 2026 in Review

TruWealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q1 2026, selling an estimated $16.4K and leaving 3,216 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #138.

TruWealth Advisors first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $413K in Q4 2025. 2,048 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

TruWealth Advisors held 3,216 shares of iShares S&P 500 Growth ETF worth $364K as of Q1 2026.
TruWealth Advisors sold 136 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $16.4K.
iShares S&P 500 Growth ETF made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #138 holding.
TruWealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
TruWealth Advisors's iShares S&P 500 Growth ETF position peaked at $413K in Q4 2025.
2,048 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.