First Merchants Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History

First Merchants Corp’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	$35.3M	Buy	256,893 +1,266	+0.5%	+$167K	1.24%	20
2026 Q1	$28.9M	Sell	255,627 -5,664	-2%	-$681K	1.1%	21
2025 Q4	$32.2M	Sell	261,291 -4,813	-2%	-$589K	1.19%	17
2025 Q3	$32.1M	Buy	266,104 +1,584	+0.6%	+$182K	1.21%	18
2025 Q2	$29.1M	Sell	264,520 -4,755	-2%	-$471K	1.13%	18
2025 Q1	$25M	Sell	269,275 -25,314	-9%	-$2.55M	1%	21
2024 Q4	$29.9M	Buy	294,589 +2,627	+0.9%	+$262K	1.15%	21
2024 Q3	$28M	Buy	291,962 +3,458	+1%	+$319K	1.07%	21
2024 Q2	$26.7M	Sell	288,504 -26,198	-8%	-$2.26M	1.07%	21
2024 Q1	$26.6M	Sell	314,702 -8,256	-3%	-$663K	2%	9
2023 Q4	$24.3M	Sell	322,958 -106	-0%	-$7.54K	1.99%	10
2023 Q3	$22.1M	Buy	323,064 +1,066	+0.3%	+$75.4K	1.97%	8
2023 Q2	$22.7M	Sell	321,998 -4,476	-1%	-$296K	1.92%	9
2023 Q1	$20.9M	Buy	326,474 +5,251	+2%	+$321K	1.86%	7
2022 Q4	$18.8M	Sell	321,223 -39,752	-11%	-$2.39M	1.72%	6
2022 Q3	$20.9M	Buy	360,975 +50,662	+16%	+$3.29M	2.09%	5
2022 Q2	$18.7M	Sell	310,313 -71,881	-19%	-$4.76M	1.85%	6
2022 Q1	$29.2M	Sell	382,194 -17,116	-4%	-$1.29M	2.39%	6
2021 Q4	$33.4M	Sell	399,310 -11,139	-3%	-$897K	2.58%	5
2021 Q3	$30.3M	Sell	410,449 -7,192	-2%	-$548K	1.93%	6
2021 Q2	$30.4M	Sell	417,641 -4,635	-1%	-$321K	1.97%	6
2021 Q1	$27.5M	Sell	422,276 -37,438	-8%	-$2.42M	1.83%	7
2020 Q4	$29.3M	Sell	459,714 -32,794	-7%	-$1.99M	2.02%	4
2020 Q3	$28.5M	Buy	492,508 +2,852	+0.6%	+$161K	2.17%	4
2020 Q2	$25.4M	Buy	489,656 +103,080	+27%	+$4.94M	2.14%	4
2020 Q1	$16M	Buy	386,576 +18,464	+5%	+$873K	2.06%	5
2019 Q4	$17.8M	Sell	368,112 -35,192	-9%	-$1.63M	1.82%	5
2019 Q3	$18.2M	Buy	+403,304	New	+$18.2M	1.93%	4
2017 Q3	–	Sell	-36,952	Closed	-$1.26M	–	217
2017 Q2	$1.26M	Buy	36,952 +14,700	+66%	+$498K	0.35%	86
2017 Q1	$732K	Buy	+22,252	New	+$714K	0.2%	111

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 Merchants Corp's IVW Position: Q2 2026 in Review

First Merchants Corp increased its iShares S&P 500 Growth ETF (IVW) stake by 0.5% in Q2 2026, buying an estimated $167K and bringing the position to 256,893 shares worth $35.3M. The position accounts for 1.24% of the portfolio, ranked #20.

First Merchants Corp first reported a position in IVW in Q1 2017 and has held it in 30 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

First Merchants Corp held 256,893 shares of iShares S&P 500 Growth ETF worth $35.3M as of Q2 2026.
First Merchants Corp bought 1,266 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $167K.
iShares S&P 500 Growth ETF made up 1.24% of First Merchants Corp's portfolio in Q2 2026, its #20 holding.
First Merchants Corp first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 30 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.