Bank of Jackson Hole Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bank of Jackson Hole Trust’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	$3.12M	Sell	27,608 -17	-0.1%	-$2.04K	1.51%	17
2025 Q4	$3.41M	Buy	27,625 +1,562	+6%	+$191K	1.62%	17
2025 Q3	$3.15M	Buy	26,063 +680	+3%	+$78.2K	1.58%	15
2025 Q2	$2.79M	Sell	25,383 -738	-3%	-$73K	1.59%	15
2025 Q1	$2.64M	Sell	26,121 -85	-0.3%	-$8.57K	1.71%	13
2024 Q4	$2.66M	Buy	+26,206	New	+$2.61M	1.77%	12

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of Jackson Hole Trust's IVW Position: Q1 2026 in Review

Bank of Jackson Hole Trust reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.06% in Q1 2026, selling an estimated $2.04K and leaving 27,608 shares worth $3.12M. The position accounts for 1.51% of the portfolio, ranked #17.

Bank of Jackson Hole Trust first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.41M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Bank of Jackson Hole Trust held 27,608 shares of iShares S&P 500 Growth ETF worth $3.12M as of Q1 2026.
Bank of Jackson Hole Trust sold 17 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.04K.
iShares S&P 500 Growth ETF made up 1.51% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #17 holding.
Bank of Jackson Hole Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Bank of Jackson Hole Trust's iShares S&P 500 Growth ETF position peaked at $3.41M in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.