Central Pacific Bank - Trust Division’s iShares S&P 500 Growth ETF IVW Stock Holding History

Central Pacific Bank - Trust Division’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 Q3	$140K	Hold	985	–	–	0.01%	524
2026 Q2	$135K	Sell	985 -600	-38%	-$79.2K	0.01%	551
2026 Q1	$179K	Buy	+1,585	New	+$191K	0.02%	480
2025 Q3	–	Sell	-127	Closed	-$14K	–	841
2025 Q2	$14K	Hold	127	–	–	﹤0.01%	698
2025 Q1	$11.8K	Buy	+127	New	+$12.8K	﹤0.01%	710

Other funds holding IVW

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Central Pacific Bank - Trust Division's IVW Position: Q3 2026 in Review

Central Pacific Bank - Trust Division held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 985 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #524.

Central Pacific Bank - Trust Division first reported a position in IVW in Q1 2025 and has held it in 5 quarters since. The position peaked at $179K in Q1 2026. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Central Pacific Bank - Trust Division held 985 shares of iShares S&P 500 Growth ETF worth $140K as of Q3 2026.
Central Pacific Bank - Trust Division left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.01% of Central Pacific Bank - Trust Division's portfolio in Q3 2026, its #524 holding.
Central Pacific Bank - Trust Division first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
Central Pacific Bank - Trust Division's iShares S&P 500 Growth ETF position peaked at $179K in Q1 2026.
126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.