ANB Bank
IVW icon

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
Q3 		$229K Sell
1,612
-109
-6% -$15.1K 0.08% 120
2026
Q2 		$237K Sell
1,721
-367
-18% -$48.5K 0.09% 123
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

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

ANB Bank's IVW Position: Q3 2026 in Review

ANB Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.3% in Q3 2026, selling an estimated $15.1K and leaving 1,612 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #120.

ANB Bank first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. The position peaked at $266K in Q4 2025. 1,289 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • ANB Bank held 1,612 shares of iShares S&P 500 Growth ETF worth $229K as of Q3 2026.
  • ANB Bank sold 109 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $15.1K.
  • iShares S&P 500 Growth ETF made up 0.08% of ANB Bank's portfolio in Q3 2026, its #120 holding.
  • ANB Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • ANB Bank's iShares S&P 500 Growth ETF position peaked at $266K in Q4 2025.
  • 1,289 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on ANB Bank's 13F filing for Q3 2026, filed 9 Oct 2026.