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

AMG National Trust 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 		$3.58M Sell
25,998
-1,343
-5% -$177K 0.07% 135
2026
Q1 		$3.09M Buy
27,341
+5,316
+24% +$639K 0.07% 171
2025
Q4 		$2.71M Sell
22,025
-5,060
-19% -$619K 0.06% 175
2025
Q3 		$3.27M Sell
27,085
-234
-0.9% -$26.9K 0.08% 146
2025
Q2 		$3.01M Buy
27,319
+329
+1% +$32.6K 0.08% 149
2025
Q1 		$2.51M Sell
26,990
-13,871
-34% -$1.4M 0.07% 167
2024
Q4 		$4.15M Sell
40,861
-941
-2% -$93.9K 0.11% 110
2024
Q3 		$4M Sell
41,802
-1,010
-2% -$93.2K 0.11% 124
2024
Q2 		$3.96M Buy
42,812
+220
+0.5% +$19K 0.11% 134
2024
Q1 		$3.6M Buy
42,592
+8
+0% +$643 0.11% 127
2023
Q4 		$3.2M Sell
42,584
-433
-1% -$30.8K 0.1% 136
2023
Q3 		$2.94M Buy
43,017
+1,102
+3% +$78K 0.1% 131
2023
Q2 		$2.95M Sell
41,915
-240
-0.6% -$15.9K 0.1% 135
2023
Q1 		$2.69M Sell
42,155
-1,800
-4% -$110K 0.09% 142
2022
Q4 		$2.57M Buy
43,955
+4,670
+12% +$280K 0.09% 136
2022
Q3 		$2.27M Sell
39,285
-410
-1% -$26.6K 0.09% 149
2022
Q2 		$2.7M Buy
39,695
+155
+0.4% +$10.3K 0.1% 133
2022
Q1 		$3.02M Sell
39,540
-2,417
-6% -$182K 0.1% 133
2021
Q4 		$3.51M Sell
41,957
-1,726
-4% -$139K 0.1% 124
2021
Q3 		$3.23M Sell
43,683
-989
-2% -$75.4K 0.1% 118
2021
Q2 		$3.25M Sell
44,672
-1,400
-3% -$96.9K 0.1% 116
2021
Q1 		$3M Sell
46,072
-2,372
-5% -$153K 0.1% 120
2020
Q4 		$3.09M Sell
48,444
-2,956
-6% -$179K 0.11% 124
2020
Q3 		$2.97M Buy
51,400
+180
+0.4% +$10.2K 0.12% 114
2020
Q2 		$2.66M Buy
51,220
+45,940
+870% +$2.2M 0.12% 121
2020
Q1 		$218K Buy
+5,280
New +$250K 0.02% 218
2019
Q4 		– Sell
-4,500
Closed -$203K – 262
2019
Q3 		$203K Buy
+4,500
New +$204K 0.01% 234

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AMG National Trust Bank's IVW Position: Q2 2026 in Review

AMG National Trust Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.9% in Q2 2026, selling an estimated $177K and leaving 25,998 shares worth $3.58M. The position accounts for 0.07% of the portfolio, ranked #135.

AMG National Trust Bank first reported a position in IVW in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.15M in Q4 2024. 1,533 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • AMG National Trust Bank held 25,998 shares of iShares S&P 500 Growth ETF worth $3.58M as of Q2 2026.
  • AMG National Trust Bank sold 1,343 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $177K.
  • iShares S&P 500 Growth ETF made up 0.07% of AMG National Trust Bank's portfolio in Q2 2026, its #135 holding.
  • AMG National Trust Bank first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 27 quarters since.
  • AMG National Trust Bank's iShares S&P 500 Growth ETF position peaked at $4.15M in Q4 2024.
  • 1,533 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.