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 Q3	$698K	Buy	4,906 +116	+2%	+$16.1K	0.32%	77
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

First County Bank's IVW Position: Q3 2026 in Review

First County Bank increased its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q3 2026, buying an estimated $16.1K and bringing the position to 4,906 shares worth $698K. The position accounts for 0.32% of the portfolio, ranked #77.

First County Bank first reported a position in IVW in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.77M in Q1 2024. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

First County Bank held 4,906 shares of iShares S&P 500 Growth ETF worth $698K as of Q3 2026.
First County Bank bought 116 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $16.1K.
iShares S&P 500 Growth ETF made up 0.32% of First County Bank's portfolio in Q3 2026, its #77 holding.
First County Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
First County Bank's iShares S&P 500 Growth ETF position peaked at $1.77M in Q1 2024.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on First County Bank's 13F filing for Q3 2026, filed 13 Oct 2026.