1SB
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1ST Source Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

1ST Source Bank’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 		$3.14M Buy
22,829
+9,845
+76% +$1.3M 0.14% 84
2026
Q1 		$1.47M Buy
12,984
+1,027
+9% +$124K 0.08% 113
2025
Q4 		$1.47M Sell
11,957
-2,767
-19% -$339K 0.08% 112
2025
Q3 		$1.78M Sell
14,724
-128
-0.9% -$14.7K 0.09% 102
2025
Q2 		$1.64M Buy
14,852
+2,512
+20% +$249K 0.09% 103
2025
Q1 		$1.15M Sell
12,340
-164
-1% -$16.5K 0.07% 120
2024
Q4 		$1.27M Sell
12,504
-34
-0.3% -$3.39K 0.07% 116
2024
Q3 		$1.2M Sell
12,538
-406
-3% -$37.5K 0.07% 122
2024
Q2 		$1.2M Sell
12,944
-460
-3% -$39.7K 0.07% 118
2024
Q1 		$1.13M Buy
13,404
+415
+3% +$33.3K 0.07% 125
2023
Q4 		$975K Buy
12,989
+750
+6% +$53.4K 0.06% 131
2023
Q3 		$837K Buy
+12,239
New +$866K 0.06% 134
2022
Q1 		– Sell
-2,548
Closed -$213K – 273
2021
Q4 		$213K Buy
+2,548
New +$205K 0.01% 257

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

1ST Source Bank's IVW Position: Q2 2026 in Review

1ST Source Bank increased its iShares S&P 500 Growth ETF (IVW) stake by 76% in Q2 2026, buying an estimated $1.3M and bringing the position to 22,829 shares worth $3.14M. The position accounts for 0.14% of the portfolio, ranked #84.

1ST Source Bank first reported a position in IVW in Q4 2021 and has held it in 13 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • 1ST Source Bank held 22,829 shares of iShares S&P 500 Growth ETF worth $3.14M as of Q2 2026.
  • 1ST Source Bank bought 9,845 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.3M.
  • iShares S&P 500 Growth ETF made up 0.14% of 1ST Source Bank's portfolio in Q2 2026, its #84 holding.
  • 1ST Source Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.