First Business Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

First Business Financial Services’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	$256K	Sell	1,863 -70	-4%	-$9.24K	0.02%	171
2026 Q1	$219K	Hold	1,933	–	–	0.02%	175
2025 Q4	$238K	Hold	1,933	–	–	0.02%	160
2025 Q3	$233K	Hold	1,933	–	–	0.02%	169
2025 Q2	$213K	Buy	+1,933	New	+$191K	0.02%	178

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Business Financial Services's IVW Position: Q2 2026 in Review

First Business Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.6% in Q2 2026, selling an estimated $9.24K and leaving 1,863 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #171.

First Business Financial Services first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

First Business Financial Services held 1,863 shares of iShares S&P 500 Growth ETF worth $256K as of Q2 2026.
First Business Financial Services sold 70 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $9.24K.
iShares S&P 500 Growth ETF made up 0.02% of First Business Financial Services's portfolio in Q2 2026, its #171 holding.
First Business Financial Services first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.