CoreFirst Bank & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

CoreFirst Bank & Trust’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	$197K	Sell	1,742 -507	-23%	-$61K	0.1%	117
2025 Q4	$277K	Buy	2,249 +1,293	+135%	+$158K	0.15%	101
2025 Q3	$115K	Sell	956 -336	-26%	-$38.6K	0.06%	155
2025 Q2	$142K	Buy	+1,292	New	+$128K	0.08%	134
2025 Q1	–	Sell	-956	Closed	-$97.1K	–	220
2024 Q4	$97.1K	Hold	956	–	–	0.06%	156
2024 Q3	$91.5K	Buy	+956	New	+$88.3K	0.05%	169
2024 Q2	–	Sell	-956	Closed	-$80.7K	–	233
2024 Q1	$80.7K	Hold	956	–	–	0.05%	183
2023 Q4	$71.8K	Hold	956	–	–	0.05%	192
2023 Q3	$65.4K	Hold	956	–	–	0.05%	208
2023 Q2	$67.4K	Hold	956	–	–	0.05%	201
2023 Q1	$61.1K	Hold	956	–	–	0.04%	207
2022 Q4	$55.9K	Hold	956	–	–	0.04%	230
2022 Q3	$55K	Hold	956	–	–	0.05%	208
2022 Q2	$58K	Hold	956	–	–	0.05%	200
2022 Q1	$73K	Hold	956	–	–	0.05%	201
2021 Q4	$80K	Hold	956	–	–	0.05%	205
2021 Q3	$71K	Hold	956	–	–	0.05%	214
2021 Q2	$70K	Buy	+956	New	+$66.2K	0.05%	217

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

CoreFirst Bank & Trust's IVW Position: Q1 2026 in Review

CoreFirst Bank & Trust reduced its iShares S&P 500 Growth ETF (IVW) stake by 23% in Q1 2026, selling an estimated $61K and leaving 1,742 shares worth $197K. The position accounts for 0.1% of the portfolio, ranked #117.

CoreFirst Bank & Trust first reported a position in IVW in Q2 2021 and has held it in 18 quarters since. The position peaked at $277K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

CoreFirst Bank & Trust held 1,742 shares of iShares S&P 500 Growth ETF worth $197K as of Q1 2026.
CoreFirst Bank & Trust sold 507 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $61K.
iShares S&P 500 Growth ETF made up 0.1% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #117 holding.
CoreFirst Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 18 quarters since.
CoreFirst Bank & Trust's iShares S&P 500 Growth ETF position peaked at $277K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.