Adirondack Trust Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

Adirondack Trust Company’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	$73.9K	Hold	537	–	–	0.02%	235
2026 Q1	$60.7K	Hold	537	–	–	0.02%	237
2025 Q4	$66.2K	Hold	537	–	–	0.02%	225
2025 Q3	$64.8K	Hold	537	–	–	0.02%	234
2025 Q2	$59.1K	Hold	537	–	–	0.02%	233
2025 Q1	$49.8K	Hold	537	–	–	0.02%	239
2024 Q4	$54.5K	Hold	537	–	–	0.02%	234
2024 Q3	$51.4K	Buy	537 +68	+14%	+$6.28K	0.02%	243
2024 Q2	$43.4K	Buy	+469	New	+$40.4K	0.02%	249
2020 Q4	–	Sell	-124	Closed	-$7K	–	378
2020 Q3	$7K	Hold	124	–	–	﹤0.01%	270
2020 Q2	$7K	Hold	124	–	–	﹤0.01%	272
2020 Q1	$5K	Hold	124	–	–	﹤0.01%	276
2019 Q4	$6K	Hold	124	–	–	﹤0.01%	282
2019 Q3	$6K	Hold	124	–	–	﹤0.01%	279
2019 Q2	$6K	Hold	124	–	–	﹤0.01%	287
2019 Q1	$6K	Hold	124	–	–	﹤0.01%	279
2018 Q4	$5K	Sell	124 -464	-79%	-$18.8K	﹤0.01%	276
2018 Q3	$26K	Buy	588 +464	+374%	+$19.9K	0.02%	195
2018 Q2	$5K	Hold	124	–	–	﹤0.01%	285
2018 Q1	$5K	Hold	124	–	–	﹤0.01%	284
2017 Q4	$5K	Hold	124	–	–	﹤0.01%	271
2017 Q3	$4K	Hold	124	–	–	﹤0.01%	279
2017 Q2	$4K	Sell	124 -184	-60%	-$6.24K	﹤0.01%	278
2017 Q1	$10K	Buy	+308	New	+$9.88K	0.01%	245

Other funds holding IVW

PAS

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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Adirondack Trust Company's IVW Position: Q2 2026 in Review

Adirondack Trust Company held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 537 shares worth $73.9K. The position accounts for 0.02% of the portfolio, ranked #235.

Adirondack Trust Company first reported a position in IVW in Q1 2017 and has held it in 24 quarters since. 587 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Adirondack Trust Company held 537 shares of iShares S&P 500 Growth ETF worth $73.9K as of Q2 2026.
Adirondack Trust Company left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.02% of Adirondack Trust Company's portfolio in Q2 2026, its #235 holding.
Adirondack Trust Company first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 24 quarters since.
587 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.