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

Country Trust Bank’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	$62.9K	Buy	+457	New	+$60.3K	﹤0.01%	188
2025 Q1	–	Sell	-1	Closed	-$102	–	393
2024 Q4	$102	Hold	1	–	–	﹤0.01%	366
2024 Q3	$96	Hold	1	–	–	﹤0.01%	374
2024 Q2	$93	Buy	+1	New	+$86	﹤0.01%	374
2024 Q1	–	Sell	-2,432	Closed	-$183K	–	337
2023 Q4	$183K	Hold	2,432	–	–	0.01%	123
2023 Q3	$166K	Hold	2,432	–	–	﹤0.01%	121
2023 Q2	$171K	Hold	2,432	–	–	﹤0.01%	118
2023 Q1	$155K	Hold	2,432	–	–	﹤0.01%	122
2022 Q4	$142K	Sell	2,432 -823	-25%	-$49.4K	﹤0.01%	132
2022 Q3	$188K	Buy	3,255 +823	+34%	+$53.5K	0.01%	119
2022 Q2	$147K	Hold	2,432	–	–	﹤0.01%	132
2022 Q1	$186K	Sell	2,432 -45	-2%	-$3.38K	0.01%	131
2021 Q4	$207K	Hold	2,477	–	–	0.01%	132
2021 Q3	$183K	Buy	2,477 +45	+2%	+$3.43K	0.01%	132
2021 Q2	$177K	Hold	2,432	–	–	0.01%	136
2021 Q1	$158K	Hold	2,432	–	–	0.01%	140
2020 Q4	$155K	Hold	2,432	–	–	0.01%	132
2020 Q3	$140K	Hold	2,432	–	–	0.01%	127
2020 Q2	$126K	Hold	2,432	–	–	0.01%	122
2020 Q1	$100K	Hold	2,432	–	–	﹤0.01%	122
2019 Q4	$118K	Hold	2,432	–	–	﹤0.01%	132
2019 Q3	$109K	Hold	2,432	–	–	﹤0.01%	131
2019 Q2	$109K	Hold	2,432	–	–	﹤0.01%	126
2019 Q1	$105K	Hold	2,432	–	–	﹤0.01%	133
2018 Q4	$92K	Hold	2,432	–	–	﹤0.01%	134
2018 Q3	$108K	Hold	2,432	–	–	0.01%	123
2018 Q2	$99K	Hold	2,432	–	–	﹤0.01%	131
2018 Q1	$94K	Hold	2,432	–	–	﹤0.01%	131
2017 Q4	$93K	Hold	2,432	–	–	﹤0.01%	131
2017 Q3	$87K	Hold	2,432	–	–	﹤0.01%	124
2017 Q2	$83K	Hold	2,432	–	–	﹤0.01%	125
2017 Q1	$80K	Hold	2,432	–	–	﹤0.01%	117
2016 Q4	$74K	Buy	+2,432	New	+$73.5K	﹤0.01%	127

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Country Trust Bank's IVW Position: Q2 2026 in Review

Country Trust Bank opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 457 shares worth $62.9K. The stake represents ﹤0.01% of the portfolio and ranks #188 among its holdings. This is a return to the name: Country Trust Bank previously reported a position in IVW as recently as Q4 2024.

Country Trust Bank first reported a position in IVW in Q4 2016 and has held it in 33 quarters since. The position peaked at $207K in Q4 2021. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Country Trust Bank held 457 shares of iShares S&P 500 Growth ETF worth $62.9K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Country Trust Bank position in Q2 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #188 holding.
Country Trust Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 33 quarters since.
Country Trust Bank's iShares S&P 500 Growth ETF position peaked at $207K in Q4 2021.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.