Bremer Bank National Association’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bremer Bank National Association’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
2025 Q1	$268K	Hold	2,890	–	–	0.05%	149
2024 Q4	$293K	Hold	2,890	–	–	0.06%	135
2024 Q3	$277K	Hold	2,890	–	–	0.05%	155
2024 Q2	$267K	Sell	2,890 -5	-0.2%	-$431	0.05%	153
2024 Q1	$244K	Sell	2,895 -526	-15%	-$42.3K	0.05%	172
2023 Q4	$257K	Hold	3,421	–	–	0.05%	167
2023 Q3	$234K	Hold	3,421	–	–	0.05%	176
2023 Q2	$241K	Sell	3,421 -115	-3%	-$7.6K	0.05%	184
2023 Q1	$226K	Hold	3,536	–	–	0.04%	184
2022 Q4	$207K	Buy	+3,536	New	+$212K	0.04%	198
2022 Q3	–	Sell	-3,450	Closed	-$209K	–	205
2022 Q2	$209K	Hold	3,450	–	–	0.04%	207
2022 Q1	$264K	Sell	3,450 -196	-5%	-$14.7K	0.04%	196
2021 Q4	$305K	Hold	3,646	–	–	0.05%	187
2021 Q3	$269K	Sell	3,646 -2	-0.1%	-$152	0.05%	174
2021 Q2	$266K	Hold	3,648	–	–	0.06%	175
2021 Q1	$238K	Buy	+3,648	New	+$236K	0.05%	184
2019 Q2	–	Sell	-2,544	Closed	-$114K	–	447
2019 Q1	$114K	Buy	+2,544	New	+$104K	0.02%	325

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bremer Bank National Association's IVW Position: Q1 2025 in Review

Bremer Bank National Association held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2025 at 2,890 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #149.

Bremer Bank National Association first reported a position in IVW in Q1 2019 and has held it in 17 quarters since. The position peaked at $305K in Q4 2021. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Bremer Bank National Association held 2,890 shares of iShares S&P 500 Growth ETF worth $268K as of Q1 2025.
Bremer Bank National Association left its iShares S&P 500 Growth ETF share count unchanged in Q1 2025.
iShares S&P 500 Growth ETF made up 0.05% of Bremer Bank National Association's portfolio in Q1 2025, its #149 holding.
Bremer Bank National Association first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 17 quarters since.
Bremer Bank National Association's iShares S&P 500 Growth ETF position peaked at $305K in Q4 2021.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Bremer Bank National Association's 13F filing for Q1 2025, filed 10 Apr 2025.