BankPlus Trust Department’s iShares S&P 500 Growth ETF IVW Stock Holding History

BankPlus Trust Department’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	$135K	Hold	1,190	–	–	0.04%	202
2025 Q4	$147K	Buy	1,190 +835	+235%	+$102K	0.04%	193
2025 Q3	$42.9K	Hold	355	–	–	0.01%	256
2025 Q2	$39.1K	Hold	355	–	–	0.01%	252
2025 Q1	$33K	Hold	355	–	–	0.01%	261
2024 Q4	$36K	Buy	+355	New	+$35.4K	0.01%	248

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

BankPlus Trust Department's IVW Position: Q1 2026 in Review

BankPlus Trust Department held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 1,190 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #202.

BankPlus Trust Department first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $147K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

BankPlus Trust Department held 1,190 shares of iShares S&P 500 Growth ETF worth $135K as of Q1 2026.
BankPlus Trust Department left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.04% of BankPlus Trust Department's portfolio in Q1 2026, its #202 holding.
BankPlus Trust Department first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's iShares S&P 500 Growth ETF position peaked at $147K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.