First National Bank of Mount Dora’s iShares S&P 500 Growth ETF IVW Stock Holding History

First National Bank of Mount Dora’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	$237K	Sell	1,721 -227	-12%	-$30K	0.05%	116
2026 Q1	$220K	Hold	1,948	–	–	0.05%	120
2025 Q4	$240K	Hold	1,948	–	–	0.05%	116
2025 Q3	$235K	Hold	1,948	–	–	0.05%	116
2025 Q2	$214K	Buy	+1,948	New	+$193K	0.05%	125
2025 Q1	–	Sell	-2,096	Closed	-$213K	–	133
2024 Q4	$213K	Hold	2,096	–	–	0.05%	127
2024 Q3	$201K	Buy	+2,096	New	+$194K	0.05%	133

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

First National Bank of Mount Dora's IVW Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q2 2026, selling an estimated $30K and leaving 1,721 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #116.

First National Bank of Mount Dora first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. The position peaked at $240K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

First National Bank of Mount Dora held 1,721 shares of iShares S&P 500 Growth ETF worth $237K as of Q2 2026.
First National Bank of Mount Dora sold 227 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $30K.
iShares S&P 500 Growth ETF made up 0.05% of First National Bank of Mount Dora's portfolio in Q2 2026, its #116 holding.
First National Bank of Mount Dora first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
First National Bank of Mount Dora's iShares S&P 500 Growth ETF position peaked at $240K in Q4 2025.
1,181 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.