American State Bank (Iowa)’s iShares S&P 500 Growth ETF IVW Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-258	Closed	-$19.4K	–	215
2023 Q4	$19.4K	Hold	258	–	–	0.01%	253
2023 Q3	$17.7K	Hold	258	–	–	0.01%	244
2023 Q2	$18.2K	Buy	258 +58	+29%	+$3.83K	0.01%	244
2023 Q1	$12.8K	Hold	200	–	–	0.01%	257
2022 Q4	$11.7K	Hold	200	–	–	0.01%	259
2022 Q3	$11.6K	Hold	200	–	–	0.01%	256
2022 Q2	$12.1K	Hold	200	–	–	0.01%	247
2022 Q1	$15.3K	Hold	200	–	–	0.01%	240
2021 Q4	$16.7K	Hold	200	–	–	0.01%	237
2021 Q3	$14.8K	Hold	200	–	–	0.01%	239
2021 Q2	$14.5K	Hold	200	–	–	0.01%	244
2021 Q1	$13K	Hold	200	–	–	0.01%	242
2020 Q4	$12.8K	Buy	+200	New	+$12.1K	0.01%	231

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

American State Bank (Iowa)'s IVW Position: Q1 2024 in Review

American State Bank (Iowa) sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2024, closing a stake of 258 shares — an estimated $19.4K sold.

American State Bank (Iowa) first reported a position in IVW in Q4 2020 and held it in 13 quarters. The position peaked at $19.4K in Q4 2023. 1,596 funds tracked by Wall St. Rank hold IVW as of Q1 2024.

American State Bank (Iowa) reported no remaining iShares S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 258 iShares S&P 500 Growth ETF shares in Q1 2024, an estimated $19.4K.
American State Bank (Iowa) first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s iShares S&P 500 Growth ETF position peaked at $19.4K in Q4 2023.
1,596 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.