Bank of New Hampshire’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bank of New Hampshire’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	$934K	Sell	6,789 -223	-3%	-$29.4K	0.19%	110
2026 Q1	$793K	Sell	7,012 -150	-2%	-$18K	0.18%	112
2025 Q4	$883K	Sell	7,162 -745	-9%	-$91.2K	0.2%	102
2025 Q3	$955K	Buy	7,907 +40	+0.5%	+$4.6K	0.22%	96
2025 Q2	$866K	Hold	7,867	–	–	0.22%	100
2025 Q1	$730K	Buy	7,867 +53	+0.7%	+$5.34K	0.19%	112
2024 Q4	$793K	Sell	7,814 -53	-0.7%	-$5.29K	0.2%	100
2024 Q3	$753K	Sell	7,867 -200	-2%	-$18.5K	0.19%	107
2024 Q2	$747K	Buy	8,067 +12	+0.1%	+$1.03K	0.19%	109
2024 Q1	$680K	Sell	8,055 -730	-8%	-$58.6K	0.18%	114
2023 Q4	$660K	Sell	8,785 -1,049	-11%	-$74.7K	0.19%	113
2023 Q3	$673K	Sell	9,834 -200	-2%	-$14.2K	0.2%	107
2023 Q2	$707K	Hold	10,034	–	–	0.2%	112
2023 Q1	$641K	Sell	10,034 -3,560	-26%	-$218K	0.19%	114
2022 Q4	$795K	Sell	13,594 -5,523	-29%	-$332K	0.24%	101
2022 Q3	$1.11M	Sell	19,117 -600	-3%	-$39K	0.35%	75
2022 Q2	$1.19M	Sell	19,717 -11,555	-37%	-$765K	0.34%	79
2022 Q1	$2.39M	Sell	31,272 -1,849	-6%	-$139K	0.58%	45
2021 Q4	$2.77M	Buy	33,121 +2,383	+8%	+$192K	0.67%	43
2021 Q3	$2.24M	Hold	30,738	–	–	0.6%	53
2021 Q2	$2.24M	Buy	+30,738	New	+$2.13M	0.6%	53

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New Hampshire's IVW Position: Q2 2026 in Review

Bank of New Hampshire reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.2% in Q2 2026, selling an estimated $29.4K and leaving 6,789 shares worth $934K. The position accounts for 0.19% of the portfolio, ranked #110.

Bank of New Hampshire first reported a position in IVW in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.77M in Q4 2021. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Bank of New Hampshire held 6,789 shares of iShares S&P 500 Growth ETF worth $934K as of Q2 2026.
Bank of New Hampshire sold 223 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $29.4K.
iShares S&P 500 Growth ETF made up 0.19% of Bank of New Hampshire's portfolio in Q2 2026, its #110 holding.
Bank of New Hampshire first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 21 quarters since.
Bank of New Hampshire's iShares S&P 500 Growth ETF position peaked at $2.77M in Q4 2021.
1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.