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 Q2	$187K	Buy	1,360 +170	+14%	+$22.4K	0.04%	200
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 $424B AUM 22.9% 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

BankPlus Trust Department's IVW Position: Q2 2026 in Review

BankPlus Trust Department increased its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q2 2026, buying an estimated $22.4K and bringing the position to 1,360 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #200.

BankPlus Trust Department first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

BankPlus Trust Department held 1,360 shares of iShares S&P 500 Growth ETF worth $187K as of Q2 2026.
BankPlus Trust Department bought 170 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $22.4K.
iShares S&P 500 Growth ETF made up 0.04% of BankPlus Trust Department's portfolio in Q2 2026, its #200 holding.
BankPlus Trust Department first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.