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

First National 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
2025
Q3 		$730K Sell
6,018
-216
-3% -$24.8K 0.14% 92
2025
Q2 		$686K Sell
6,234
-709
-10% -$70.2K 0.14% 92
2025
Q1 		$644K Buy
6,943
+709
+11% +$71.5K 0.14% 90
2024
Q4 		$633K Hold
6,234
– – 0.14% 89
2024
Q3 		$597K Sell
6,234
-179
-3% -$16.5K 0.13% 90
2024
Q2 		$593K Sell
6,413
-196
-3% -$16.9K 0.14% 98
2024
Q1 		$496K Hold
6,609
– – 0.12% 105
2023
Q4 		$496K Hold
6,609
– – 0.12% 105
2023
Q3 		$452K Hold
6,609
– – 0.12% 105
2023
Q2 		$466K Sell
6,609
-895
-12% -$59.2K 0.11% 111
2023
Q1 		$479K Hold
7,504
– – 0.11% 108
2022
Q4 		$439K Sell
7,504
-179
-2% -$10.7K 0.11% 109
2022
Q3 		$444K Hold
7,683
– – 0.12% 106
2022
Q2 		$464K Hold
7,683
– – 0.12% 102
2022
Q1 		$587K Hold
7,683
– – 0.12% 100
2021
Q4 		$643K Sell
7,683
-179
-2% -$14.4K 0.14% 92
2021
Q3 		$581K Buy
7,862
+6,797
+638% +$518K 0.13% 96
2021
Q2 		$221K Sell
1,065
-7,154
-87% -$495K 0.08% 131
2021
Q1 		$535K Buy
8,219
+1,275
+18% +$82.4K 0.13% 96
2020
Q4 		$443K Buy
6,944
+2,684
+63% +$163K 0.12% 104
2020
Q3 		$274K Hold
4,260
– – 0.09% 122
2020
Q2 		$221K Buy
+4,260
New +$204K 0.08% 130
2020
Q1 		– Sell
-5,640
Closed -$273K – 148
2019
Q4 		$273K Sell
5,640
-8
-0.1% -$371 0.1% 123
2019
Q3 		$254K Buy
5,648
+152
+3% +$6.88K 0.1% 124
2019
Q2 		$246K Sell
5,496
-484
-8% -$21.3K 0.1% 127
2019
Q1 		$258K Buy
5,980
+280
+5% +$11.5K 0.11% 119
2018
Q4 		$215K Buy
+5,700
New +$231K 0.1% 130

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

First National Corp's IVW Position: Q3 2025 in Review

First National Corp reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q3 2025, selling an estimated $24.8K and leaving 6,018 shares worth $730K. The position accounts for 0.14% of the portfolio, ranked #92.

First National Corp first reported a position in IVW in Q4 2018 and has held it in 27 quarters since. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • First National Corp held 6,018 shares of iShares S&P 500 Growth ETF worth $730K as of Q3 2025.
  • First National Corp sold 216 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $24.8K.
  • iShares S&P 500 Growth ETF made up 0.14% of First National Corp's portfolio in Q3 2025, its #92 holding.
  • First National Corp first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.