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

Fiduciary 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 		$677K Sell
5,984
-300
-5% -$36.1K 0.01% 501
2025
Q4 		$775K Sell
6,284
-3,254
-34% -$398K 0.01% 470
2025
Q3 		$1.15M Hold
9,538
– – 0.01% 391
2025
Q2 		$1.05M Sell
9,538
-2,849
-23% -$282K 0.01% 395
2025
Q1 		$1.15M Buy
12,387
+3,422
+38% +$345K 0.02% 362
2024
Q4 		$910K Buy
8,965
+300
+3% +$29.9K 0.01% 378
2024
Q3 		$830K Buy
8,665
+300
+4% +$27.7K 0.01% 394
2024
Q2 		$774K Hold
8,365
– – 0.01% 376
2024
Q1 		$706K Hold
8,365
– – 0.01% 403
2023
Q4 		$628K Hold
8,365
– – 0.01% 408
2023
Q3 		$572K Hold
8,365
– – 0.01% 409
2023
Q2 		$590K Buy
8,365
+1,878
+29% +$124K 0.01% 421
2023
Q1 		$414K Sell
6,487
-1,380
-18% -$84.4K 0.01% 479
2022
Q4 		$460K Buy
7,867
+420
+6% +$25.2K 0.01% 464
2022
Q3 		$430K Sell
7,447
-4,164
-36% -$271K 0.01% 456
2022
Q2 		$700K Buy
11,611
+800
+7% +$52.9K 0.01% 386
2022
Q1 		$826K Sell
10,811
-1,900
-15% -$143K 0.01% 380
2021
Q4 		$1.06M Hold
12,711
– – 0.02% 344
2021
Q3 		$939K Buy
12,711
+5,207
+69% +$397K 0.02% 343
2021
Q2 		$545K Sell
7,504
-156
-2% -$10.8K 0.01% 451
2021
Q1 		$499K Hold
7,660
– – 0.01% 452
2020
Q4 		$489K Sell
7,660
-3,000
-28% -$182K 0.01% 433
2020
Q3 		$615K Buy
10,660
+4,788
+82% +$271K 0.01% 363
2020
Q2 		$305K Sell
5,872
-436
-7% -$20.9K 0.01% 451
2020
Q1 		$261K Buy
+6,308
New +$298K 0.01% 436

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fiduciary Trust's IVW Position: Q1 2026 in Review

Fiduciary Trust reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.8% in Q1 2026, selling an estimated $36.1K and leaving 5,984 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #501.

Fiduciary Trust first reported a position in IVW in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.15M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Fiduciary Trust held 5,984 shares of iShares S&P 500 Growth ETF worth $677K as of Q1 2026.
  • Fiduciary Trust sold 300 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $36.1K.
  • iShares S&P 500 Growth ETF made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #501 holding.
  • Fiduciary Trust first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Fiduciary Trust's iShares S&P 500 Growth ETF position peaked at $1.15M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.