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TS Financial Group (TSFG)’s iShares S&P 500 Growth ETF IVW Stock Holding History

TS Financial Group (TSFG)’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 		$2.54M Sell
18,468
-81
-0.4% -$10.7K 0.32% 52
2026
Q1 		$2.1M Sell
18,549
-101
-0.5% -$12.1K 0.32% 50
2025
Q4 		$2.3M Sell
18,650
-82
-0.4% -$10K 0.34% 49
2025
Q3 		$2.26M Sell
18,732
-1,247
-6% -$143K 0.36% 53
2025
Q2 		$2.2M Buy
19,979
+1,020
+5% +$101K 0.4% 52
2025
Q1 		$1.76M Sell
18,959
-7
-0% -$706 0.36% 49
2024
Q4 		$1.93M Buy
18,966
+2
+0% +$200 0.4% 49
2024
Q3 		$1.82M Sell
18,964
-330
-2% -$30.5K 0.4% 48
2024
Q2 		$1.78M Sell
19,294
-224
-1% -$19.3K 0.42% 44
2024
Q1 		$1.65M Sell
19,518
-2,680
-12% -$215K 0.42% 46
2023
Q4 		$1.67M Sell
22,198
-779
-3% -$55.5K 0.53% 38
2023
Q3 		$1.57M Sell
22,977
-499
-2% -$35.3K 0.56% 41
2023
Q2 		$1.66M Buy
23,476
+1,182
+5% +$78.1K 0.62% 36
2023
Q1 		$1.42M Buy
22,294
+2,709
+14% +$166K 0.53% 41
2022
Q4 		$1.15M Buy
19,585
+2,721
+16% +$163K 0.46% 49
2022
Q3 		$976K Sell
16,864
-1,059
-6% -$68.8K 0.46% 40
2022
Q2 		$1.08M Buy
17,923
+1,702
+10% +$113K 0.46% 40
2022
Q1 		$1.24M Buy
16,221
+3,374
+26% +$253K 0.45% 38
2021
Q4 		$1.07M Sell
12,847
-145
-1% -$11.7K 0.37% 40
2021
Q3 		$960K Buy
12,992
+47
+0.4% +$3.58K 0.37% 42
2021
Q2 		$941K Buy
12,945
+1
+0% +$69 0.38% 42
2021
Q1 		$843K Sell
12,944
-595
-4% -$38.5K 0.43% 34
2020
Q4 		$864K Buy
13,539
+683
+5% +$41.4K 0.46% 33
2020
Q3 		$743K Sell
12,856
-780
-6% -$44.1K 0.44% 31
2020
Q2 		$707K Buy
13,636
+872
+7% +$41.8K 0.47% 32
2020
Q1 		$527K Buy
12,764
+496
+4% +$23.5K 0.47% 37
2019
Q4 		$594K Buy
12,268
+28
+0.2% +$1.3K 0.44% 43
2019
Q3 		$551K Sell
12,240
-184
-1% -$8.32K 0.42% 42
2019
Q2 		$557K Sell
12,424
-1,552
-11% -$68.3K 0.45% 42
2019
Q1 		$602K Buy
+13,976
New +$573K 0.51% 37

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TS Financial Group (TSFG)'s IVW Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.44% in Q2 2026, selling an estimated $10.7K and leaving 18,468 shares worth $2.54M. The position accounts for 0.32% of the portfolio, ranked #52.

TS Financial Group (TSFG) first reported a position in IVW in Q1 2019 and has held it in 30 quarters since. 926 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • TS Financial Group (TSFG) held 18,468 shares of iShares S&P 500 Growth ETF worth $2.54M as of Q2 2026.
  • TS Financial Group (TSFG) sold 81 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $10.7K.
  • iShares S&P 500 Growth ETF made up 0.32% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #52 holding.
  • TS Financial Group (TSFG) first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.