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BancFirst Trust & Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

BancFirst Trust & Investment Management’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 		$427K Buy
3,929
+2,033
+107% +$245K 0.19% 27
2025
Q4 		$235K Hold
1,896
– – 0.1% 33
2025
Q3 		$228K Hold
1,896
– – 0.09% 36
2025
Q2 		$208K Buy
+1,896
New +$188K 0.1% 37
2024
Q3 		– Sell
-3,076
Closed -$287K – 57
2024
Q2 		$287K Buy
+3,076
New +$265K 0.13% 44

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

BancFirst Trust & Investment Management's IVW Position: Q1 2026 in Review

BancFirst Trust & Investment Management increased its iShares S&P 500 Growth ETF (IVW) stake by 107% in Q1 2026, buying an estimated $245K and bringing the position to 3,929 shares worth $427K. The position accounts for 0.19% of the portfolio, ranked #27.

BancFirst Trust & Investment Management first reported a position in IVW in Q2 2024 and has held it in 5 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • BancFirst Trust & Investment Management held 3,929 shares of iShares S&P 500 Growth ETF worth $427K as of Q1 2026.
  • BancFirst Trust & Investment Management bought 2,033 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $245K.
  • iShares S&P 500 Growth ETF made up 0.19% of BancFirst Trust & Investment Management's portfolio in Q1 2026, its #27 holding.
  • BancFirst Trust & Investment Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 5 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on BancFirst Trust & Investment Management's 13F filing for Q1 2026, filed 1 Apr 2026.