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

Crews 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
Q2 		$329K Sell
2,390
-1,458
-38% -$193K 0.04% 186
2026
Q1 		$435K Buy
3,848
+1,488
+63% +$179K 0.06% 158
2025
Q4 		$291K Hold
2,360
– – 0.04% 186
2025
Q3 		$285K Hold
2,360
– – 0.04% 194
2025
Q2 		$260K Hold
2,360
– – 0.04% 199
2025
Q1 		$219K Buy
2,360
+420
+22% +$42.3K 0.04% 206
2024
Q4 		$197K Buy
+1,940
New +$194K 0.03% 216

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Crews Bank & Trust's IVW Position: Q2 2026 in Review

Crews Bank & Trust reduced its iShares S&P 500 Growth ETF (IVW) stake by 38% in Q2 2026, selling an estimated $193K and leaving 2,390 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #186.

Crews Bank & Trust first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. The position peaked at $435K in Q1 2026. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Crews Bank & Trust held 2,390 shares of iShares S&P 500 Growth ETF worth $329K as of Q2 2026.
  • Crews Bank & Trust sold 1,458 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $193K.
  • iShares S&P 500 Growth ETF made up 0.04% of Crews Bank & Trust's portfolio in Q2 2026, its #186 holding.
  • Crews Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's iShares S&P 500 Growth ETF position peaked at $435K in Q1 2026.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.