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

First Interstate 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
2024 Q4	–	Sell	-8,034	Closed	-$769K	–	186
2024 Q3	$769K	Hold	8,034	–	–	0.05%	101
2024 Q2	$743K	Sell	8,034 -197	-2%	-$17K	0.05%	99
2024 Q1	$695K	Hold	8,231	–	–	0.05%	102
2023 Q4	$618K	Sell	8,231 -5,361	-39%	-$382K	0.05%	101
2023 Q3	$930K	Hold	13,592	–	–	0.08%	86
2023 Q2	$958K	Hold	13,592	–	–	0.08%	85
2023 Q1	$868K	Sell	13,592 -276	-2%	-$16.9K	0.07%	91
2022 Q4	$811K	Buy	13,868 +3,645	+36%	+$219K	0.06%	97
2022 Q3	$591K	Buy	10,223 +1,765	+21%	+$115K	0.05%	105
2022 Q2	$510K	Hold	8,458	–	–	0.04%	112
2022 Q1	$646K	Sell	8,458 -123	-1%	-$9.24K	0.06%	79
2021 Q4	$718K	Sell	8,581 -1,775	-17%	-$143K	0.07%	67
2021 Q3	$765K	Hold	10,356	–	–	0.08%	66
2021 Q2	$753K	Buy	+10,356	New	+$717K	0.08%	66
2020 Q4	$892K	Buy	13,974 +2,670	+24%	+$162K	0.12%	54
2020 Q3	$653K	Hold	11,304	–	–	0.1%	62
2020 Q2	$586K	Buy	11,304 +4,620	+69%	+$221K	0.08%	98
2020 Q1	$276K	Buy	6,684 +852	+15%	+$40.3K	0.07%	131
2019 Q4	$282K	Hold	5,832	–	–	0.06%	147
2019 Q3	$262K	Buy	5,832 +1,280	+28%	+$57.9K	0.06%	154
2019 Q2	$204K	Hold	4,552	–	–	0.05%	175
2019 Q1	$196K	Hold	4,552	–	–	0.04%	186
2018 Q4	$171K	Buy	4,552 +2,600	+133%	+$105K	0.04%	185
2018 Q3	$86K	Hold	1,952	–	–	0.02%	297
2018 Q2	$79K	Buy	+1,952	New	+$78.4K	0.02%	313
2016 Q2	–	Sell	-188	Closed	-$5K	–	752
2016 Q1	$5K	Buy	+188	New	+$5.17K	﹤0.01%	629

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Interstate Bank's IVW Position: Q4 2024 in Review

First Interstate Bank sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 8,034 shares — an estimated $769K sold.

First Interstate Bank first reported a position in IVW in Q1 2016 and held it in 26 quarters. The position peaked at $958K in Q2 2023. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

First Interstate Bank reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
First Interstate Bank sold 8,034 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $769K.
First Interstate Bank first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and held it in 26 quarters.
First Interstate Bank's iShares S&P 500 Growth ETF position peaked at $958K in Q2 2023.
1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on First Interstate Bank's 13F filing for Q4 2024, filed 4 Feb 2025.