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

First National Bank of South Miami’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
2023 Q2	$319K	Sell	4,532 -295	-6%	-$19.5K	0.26%	83
2023 Q1	$308K	Sell	4,827 -342	-7%	-$20.9K	0.25%	86
2022 Q4	$302K	Sell	5,169 -723	-12%	-$43.4K	0.23%	96
2022 Q3	$341K	Sell	5,892 -401	-6%	-$26.1K	0.26%	88
2022 Q2	$380K	Sell	6,293 -730	-10%	-$48.3K	0.26%	89
2022 Q1	$536K	Sell	7,023 -82	-1%	-$6.16K	0.32%	76
2021 Q4	$594K	Sell	7,105 -418	-6%	-$33.7K	0.36%	69
2021 Q3	$556K	Sell	7,523 -182	-2%	-$13.9K	0.37%	67
2021 Q2	$560K	Sell	7,705 -265	-3%	-$18.3K	0.38%	66
2021 Q1	$519K	Buy	7,970 +44	+0.6%	+$2.84K	0.4%	65
2020 Q4	$506K	Sell	7,926 -198	-2%	-$12K	0.43%	60
2020 Q3	$469K	Sell	8,124 -1,008	-11%	-$57.1K	0.45%	61
2020 Q2	$474K	Buy	9,132 +2,004	+28%	+$96.1K	0.51%	57
2020 Q1	$294K	Sell	7,128 -1,052	-13%	-$49.7K	0.37%	73
2019 Q4	$396K	Sell	8,180 -180	-2%	-$8.34K	0.39%	71
2019 Q3	$376K	Hold	8,360	–	–	0.36%	77
2019 Q2	$379K	Sell	8,360 -476	-5%	-$20.9K	0.35%	77
2019 Q1	$381K	Sell	8,836 -196	-2%	-$8.03K	0.36%	77
2018 Q4	$365K	Buy	+9,032	New	+$366K	0.36%	77

Other funds holding IVW

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First National Bank of South Miami's IVW Position: Q2 2023 in Review

First National Bank of South Miami reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.1% in Q2 2023, selling an estimated $19.5K and leaving 4,532 shares worth $319K. The position accounts for 0.26% of the portfolio, ranked #83.

First National Bank of South Miami first reported a position in IVW in Q4 2018 and has held it in 19 quarters since. The position peaked at $594K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

First National Bank of South Miami held 4,532 shares of iShares S&P 500 Growth ETF worth $319K as of Q2 2023.
First National Bank of South Miami sold 295 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $19.5K.
iShares S&P 500 Growth ETF made up 0.26% of First National Bank of South Miami's portfolio in Q2 2023, its #83 holding.
First National Bank of South Miami first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's iShares S&P 500 Growth ETF position peaked at $594K in Q4 2021.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.