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 Q2	$361K	Sell	2,659 -1,270	-32%	-$168K	0.15%	43
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BancFirst Trust & Investment Management's IVW Position: Q2 2026 in Review

BancFirst Trust & Investment Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 32% in Q2 2026, selling an estimated $168K and leaving 2,659 shares worth $361K. The position accounts for 0.15% of the portfolio, ranked #43.

BancFirst Trust & Investment Management first reported a position in IVW in Q2 2024 and has held it in 6 quarters since. The position peaked at $427K in Q1 2026. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

BancFirst Trust & Investment Management held 2,659 shares of iShares S&P 500 Growth ETF worth $361K as of Q2 2026.
BancFirst Trust & Investment Management sold 1,270 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $168K.
iShares S&P 500 Growth ETF made up 0.15% of BancFirst Trust & Investment Management's portfolio in Q2 2026, its #43 holding.
BancFirst Trust & Investment Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 6 quarters since.
BancFirst Trust & Investment Management's iShares S&P 500 Growth ETF position peaked at $427K in Q1 2026.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BancFirst Trust & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.