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ANB Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

ANB 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
Q1 		$236K Sell
2,088
-69
-3% -$8.3K 0.1% 118
2025
Q4 		$266K Sell
2,157
-28
-1% -$3.43K 0.11% 106
2025
Q3 		$264K Hold
2,185
– – 0.11% 109
2025
Q2 		$241K Sell
2,185
-79
-3% -$7.82K 0.11% 112
2025
Q1 		$210K Hold
2,264
– – 0.09% 110
2024
Q4 		$230K Buy
+2,264
New +$226K 0.1% 106

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ANB Bank's IVW Position: Q1 2026 in Review

ANB Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.2% in Q1 2026, selling an estimated $8.3K and leaving 2,088 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #118.

ANB Bank first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $266K in Q4 2025. 2,042 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • ANB Bank held 2,088 shares of iShares S&P 500 Growth ETF worth $236K as of Q1 2026.
  • ANB Bank sold 69 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $8.3K.
  • iShares S&P 500 Growth ETF made up 0.1% of ANB Bank's portfolio in Q1 2026, its #118 holding.
  • ANB Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • ANB Bank's iShares S&P 500 Growth ETF position peaked at $266K in Q4 2025.
  • 2,042 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on ANB Bank's 13F filing for Q1 2026, filed 6 May 2026.