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

FineMark National 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
2025
Q4 		$14.2M Buy
115,463
+22,070
+24% +$2.7M 0.44% 59
2025
Q3 		$11.3M Buy
93,393
+9,510
+11% +$1.09M 0.37% 72
2025
Q2 		$9.24M Sell
83,883
-1,247
-1% -$123K 0.31% 80
2025
Q1 		$7.9M Buy
85,130
+493
+0.6% +$49.7K 0.29% 90
2024
Q4 		$8.59M Buy
84,637
+9,147
+12% +$913K 0.3% 84
2024
Q3 		$7.23M Buy
75,490
+4,438
+6% +$410K 0.25% 91
2024
Q2 		$6.58M Buy
71,052
+3,279
+5% +$283K 0.24% 96
2024
Q1 		$5.72M Sell
67,773
-1,273
-2% -$102K 0.21% 102
2023
Q4 		$5.19M Buy
69,046
+6,787
+11% +$483K 0.21% 102
2023
Q3 		$4.26M Buy
62,259
+341
+0.6% +$24.1K 0.19% 108
2023
Q2 		$4.36M Sell
61,918
-3,975
-6% -$263K 0.18% 112
2023
Q1 		$4.21M Sell
65,893
-520
-0.8% -$31.8K 0.18% 112
2022
Q4 		$3.89M Buy
66,413
+8,119
+14% +$488K 0.17% 111
2022
Q3 		$3.37M Sell
58,294
-2,926
-5% -$190K 0.16% 119
2022
Q2 		$3.69M Sell
61,220
-3,107
-5% -$206K 0.16% 115
2022
Q1 		$4.91M Sell
64,327
-7,995
-11% -$601K 0.19% 111
2021
Q4 		$6.05M Buy
72,322
+13,098
+22% +$1.06M 0.23% 96
2021
Q3 		$4.38M Buy
59,224
+1,107
+2% +$84.4K 0.19% 108
2021
Q2 		$4.23M Buy
58,117
+2,928
+5% +$203K 0.17% 112
2021
Q1 		$3.59M Buy
55,189
+9,448
+21% +$611K 0.15% 114
2020
Q4 		$2.92M Sell
45,741
-2,183
-5% -$132K 0.13% 117
2020
Q3 		$2.77M Buy
47,924
+1,400
+3% +$79.2K 0.13% 108
2020
Q2 		$2.41M Sell
46,524
-988
-2% -$47.4K 0.13% 110
2020
Q1 		$1.96M Sell
47,512
-2,436
-5% -$115K 0.12% 116
2019
Q4 		$2.42M Buy
49,948
+296
+0.6% +$13.7K 0.12% 112
2019
Q3 		$2.23M Sell
49,652
-6,560
-12% -$297K 0.12% 113
2019
Q2 		$2.52M Sell
56,212
-23,760
-30% -$1.04M 0.14% 109
2019
Q1 		$3.45M Sell
79,972
-5,424
-6% -$222K 0.2% 95
2018
Q4 		$3.22M Sell
85,396
-9,780
-10% -$396K 0.22% 91
2018
Q3 		$4.22M Buy
95,176
+6,084
+7% +$261K 0.26% 88
2018
Q2 		$3.62M Sell
89,092
-4,140
-4% -$166K 0.22% 98
2018
Q1 		$3.61M Sell
93,232
-3,468
-4% -$138K 0.23% 95
2017
Q4 		$3.69M Sell
96,700
-8,888
-8% -$332K 0.23% 96
2017
Q3 		$3.79M Sell
105,588
-5,308
-5% -$187K 0.25% 91
2017
Q2 		$3.79M Buy
110,896
+468
+0.4% +$15.9K 0.27% 84
2017
Q1 		$3.63M Buy
110,428
+756
+0.7% +$24.3K 0.27% 94
2016
Q4 		$3.34M Buy
109,672
+18,032
+20% +$545K 0.27% 93
2016
Q3 		$2.79M Buy
91,640
+15,660
+21% +$475K 0.3% 93
2016
Q2 		$2.21M Buy
75,980
+3,664
+5% +$106K 0.25% 94
2016
Q1 		$2.1M Sell
72,316
-5,540
-7% -$152K 0.25% 96
2015
Q4 		$2.25M Buy
77,856
+13,596
+21% +$395K 0.27% 93
2015
Q3 		$1.73M Buy
64,260
+8,884
+16% +$253K 0.23% 105
2015
Q2 		$1.58M Buy
55,376
+7,472
+16% +$217K 0.21% 118
2015
Q1 		$1.36M Sell
47,904
-632
-1% -$17.9K 0.19% 131
2014
Q4 		$1.35M Buy
48,536
+9,612
+25% +$263K 0.2% 122
2014
Q3 		$1.04M Buy
38,924
+2,920
+8% +$77.8K 0.17% 134
2014
Q2 		$947K Hold
36,004
– – 0.16% 137
2014
Q1 		$899K Buy
36,004
+4,208
+13% +$104K 0.17% 136
2013
Q4 		$785K Buy
31,796
+240
+0.8% +$5.66K 0.16% 140
2013
Q3 		$705K Buy
31,556
+19,976
+173% +$441K 0.17% 130
2013
Q2 		$244K Buy
+11,580
New +$245K 0.07% 238

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

FineMark National Bank & Trust's IVW Position: Q4 2025 in Review

FineMark National Bank & Trust increased its iShares S&P 500 Growth ETF (IVW) stake by 24% in Q4 2025, buying an estimated $2.7M and bringing the position to 115,463 shares worth $14.2M. The position accounts for 0.44% of the portfolio, ranked #59.

FineMark National Bank & Trust first reported a position in IVW in Q2 2013 and has held it in 51 quarters since. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • FineMark National Bank & Trust held 115,463 shares of iShares S&P 500 Growth ETF worth $14.2M as of Q4 2025.
  • FineMark National Bank & Trust bought 22,070 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $2.7M.
  • iShares S&P 500 Growth ETF made up 0.44% of FineMark National Bank & Trust's portfolio in Q4 2025, its #59 holding.
  • FineMark National Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.