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

First County Bank’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 		$659K Sell
4,790
-1,088
-19% -$144K 0.31% 82
2026
Q1 		$665K Sell
5,878
-793
-12% -$95.4K 0.35% 81
2025
Q4 		$822K Hold
6,671
– – 0.43% 67
2025
Q3 		$805K Sell
6,671
-42
-0.6% -$4.83K 0.41% 71
2025
Q2 		$739K Sell
6,713
-859
-11% -$85K 0.4% 76
2025
Q1 		$703K Sell
7,572
-3,135
-29% -$316K 0.39% 85
2024
Q4 		$1.09M Sell
10,707
-2,299
-18% -$229K 0.61% 50
2024
Q3 		$1.25M Sell
13,006
-125
-1% -$11.5K 0.61% 48
2024
Q2 		$1.22M Sell
13,131
-7,874
-37% -$679K 0.62% 48
2024
Q1 		$1.77M Buy
21,005
+375
+2% +$30.1K 0.87% 33
2023
Q4 		$1.55M Sell
20,630
-241
-1% -$17.2K 0.75% 40
2023
Q3 		$1.43M Buy
20,871
+1,951
+10% +$138K 0.74% 41
2023
Q2 		$1.33M Buy
18,920
+6,312
+50% +$417K 0.65% 55
2023
Q1 		$806K Sell
12,608
-5,122
-29% -$313K 0.4% 81
2022
Q4 		$1.04M Buy
+17,730
New +$1.06M 0.5% 64

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

First County Bank's IVW Position: Q2 2026 in Review

First County Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 19% in Q2 2026, selling an estimated $144K and leaving 4,790 shares worth $659K. The position accounts for 0.31% of the portfolio, ranked #82.

First County Bank first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.77M in Q1 2024. 553 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • First County Bank held 4,790 shares of iShares S&P 500 Growth ETF worth $659K as of Q2 2026.
  • First County Bank sold 1,088 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $144K.
  • iShares S&P 500 Growth ETF made up 0.31% of First County Bank's portfolio in Q2 2026, its #82 holding.
  • First County Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • First County Bank's iShares S&P 500 Growth ETF position peaked at $1.77M in Q1 2024.
  • 553 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.