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

First 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	$304K	Buy	2,213 +29	+1%	+$3.83K	0.04%	215
2026 Q1	$247K	Hold	2,184	–	–	0.04%	230
2025 Q4	$269K	Hold	2,184	–	–	0.04%	220
2025 Q3	$264K	Hold	2,184	–	–	0.04%	221
2025 Q2	$240K	Sell	2,184 -342	-14%	-$33.9K	0.04%	212
2025 Q1	$234K	Hold	2,526	–	–	0.05%	203
2024 Q4	$256K	Buy	2,526 +342	+16%	+$34.1K	0.05%	201
2024 Q3	$209K	Hold	2,184	–	–	0.04%	222
2024 Q2	$202K	Buy	+2,184	New	+$188K	0.04%	219
2022 Q3	–	Sell	-2,184	Closed	-$132K	–	337
2022 Q2	$132K	Sell	2,184 -276	-11%	-$18.3K	0.04%	218
2022 Q1	$188K	Hold	2,460	–	–	0.06%	190
2021 Q4	$206K	Hold	2,460	–	–	0.09%	185
2021 Q3	$182K	Hold	2,460	–	–	0.08%	176
2021 Q2	$179K	Hold	2,460	–	–	0.09%	181
2021 Q1	$160K	Hold	2,460	–	–	0.08%	190
2020 Q4	$157K	Hold	2,460	–	–	0.1%	164
2020 Q3	$142K	Hold	2,460	–	–	0.09%	158
2020 Q2	$128K	Hold	2,460	–	–	0.1%	164
2020 Q1	$102K	Hold	2,460	–	–	0.09%	165
2019 Q4	$119K	Hold	2,460	–	–	0.09%	172
2019 Q3	$111K	Hold	2,460	–	–	0.08%	175
2019 Q2	$110K	Hold	2,460	–	–	0.09%	167
2019 Q1	$106K	Hold	2,460	–	–	0.08%	174
2018 Q4	$93K	Hold	2,460	–	–	0.08%	185
2018 Q3	$108K	Hold	2,460	–	–	0.08%	182
2018 Q2	$100K	Hold	2,460	–	–	0.08%	179
2018 Q1	$95K	Hold	2,460	–	–	0.08%	176
2017 Q4	$94K	Hold	2,460	–	–	0.07%	176
2017 Q3	$88K	Hold	2,460	–	–	0.07%	179
2017 Q2	$84K	Hold	2,460	–	–	0.07%	177
2017 Q1	$81K	Hold	2,460	–	–	0.07%	178
2016 Q4	$75K	Buy	+2,460	New	+$74.3K	0.07%	183

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

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

First Bank & Trust increased its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q2 2026, buying an estimated $3.83K and bringing the position to 2,213 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #215.

First Bank & Trust first reported a position in IVW in Q4 2016 and has held it in 32 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

First Bank & Trust held 2,213 shares of iShares S&P 500 Growth ETF worth $304K as of Q2 2026.
First Bank & Trust bought 29 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.83K.
iShares S&P 500 Growth ETF made up 0.04% of First Bank & Trust's portfolio in Q2 2026, its #215 holding.
First Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 32 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on First Bank & Trust's 13F filing for Q2 2026, filed 9 Jul 2026.