Turtle Creek Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Turtle Creek Wealth 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 Q2	$5.47M	Sell	39,741 -13,284	-25%	-$1.75M	0.29%	76
2026 Q1	$6M	Sell	53,025 -63,729	-55%	-$7.66M	0.45%	58
2025 Q4	$14.4M	Buy	116,754 +2,524	+2%	+$309K	1.13%	22
2025 Q3	$13.8M	Buy	114,230 +88,153	+338%	+$10.1M	1.23%	19
2025 Q2	$2.87M	Sell	26,077 -1,093	-4%	-$108K	0.34%	71
2025 Q1	$2.52M	Sell	27,170 -2,268	-8%	-$229K	0.38%	72
2024 Q4	$2.99M	Buy	29,438 +2,170	+8%	+$216K	0.69%	37
2024 Q3	$2.61M	Sell	27,268 -738	-3%	-$68.1K	0.52%	56
2024 Q2	$2.59M	Hold	28,006	–	–	0.6%	51
2024 Q1	$2.36M	Hold	28,006	–	–	0.58%	55
2023 Q4	$2.1M	Buy	+28,006	New	+$1.99M	0.62%	51

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Turtle Creek Wealth Advisors's IVW Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 25% in Q2 2026, selling an estimated $1.75M and leaving 39,741 shares worth $5.47M. The position accounts for 0.29% of the portfolio, ranked #76.

Turtle Creek Wealth Advisors first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.4M in Q4 2025. 1,188 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Turtle Creek Wealth Advisors held 39,741 shares of iShares S&P 500 Growth ETF worth $5.47M as of Q2 2026.
Turtle Creek Wealth Advisors sold 13,284 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.75M.
iShares S&P 500 Growth ETF made up 0.29% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Turtle Creek Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Turtle Creek Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $14.4M in Q4 2025.
1,188 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.