American National Bank & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

American National Bank & Trust’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 Q3	$121K	Hold	854	–	–	0.01%	284
2026 Q2	$117K	Hold	854	–	–	0.01%	300
2026 Q1	$96.6K	Hold	854	–	–	0.01%	297
2025 Q4	$105K	Hold	854	–	–	0.01%	302
2025 Q3	$103K	Hold	854	–	–	0.01%	290
2025 Q2	$94K	Hold	854	–	–	0.01%	317
2025 Q1	$79.3K	Buy	+854	New	+$86.1K	0.01%	295
2022 Q4	–	Sell	-1,756	Closed	-$102K	–	656
2022 Q3	$102K	Buy	+1,756	New	+$114K	0.02%	152

Other funds holding IVW

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

American National Bank & Trust's IVW Position: Q3 2026 in Review

American National Bank & Trust held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 854 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #284.

American National Bank & Trust first reported a position in IVW in Q3 2022 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

American National Bank & Trust held 854 shares of iShares S&P 500 Growth ETF worth $121K as of Q3 2026.
American National Bank & Trust left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.01% of American National Bank & Trust's portfolio in Q3 2026, its #284 holding.
American National Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and has held it in 8 quarters since.
416 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.