First Nebraska Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

First Nebraska Trust’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 Q1	$657K	Sell	5,812 -3,300	-36%	-$397K	0.06%	125
2025 Q4	$1.12M	Sell	9,112 -1,750	-16%	-$214K	0.1%	99
2025 Q3	$1.31M	Hold	10,862	–	–	0.12%	95
2025 Q2	$1.2M	Sell	10,862 -800	-7%	-$79.2K	0.11%	95
2025 Q1	$1.08M	Sell	11,662 -50	-0.4%	-$5.04K	0.11%	97
2024 Q4	$1.19M	Hold	11,712	–	–	0.11%	95
2024 Q3	$1.12M	Buy	11,712 +76	+0.7%	+$7.02K	0.11%	98
2024 Q2	$1.08M	Hold	11,636	–	–	0.11%	97
2024 Q1	$983K	Hold	11,636	–	–	0.1%	96
2023 Q4	$874K	Hold	11,636	–	–	0.1%	98
2023 Q3	$796K	Hold	11,636	–	–	0.1%	95
2023 Q2	$820K	Hold	11,636	–	–	0.1%	92
2023 Q1	$743K	Hold	11,636	–	–	0.09%	95
2022 Q4	$681K	Hold	11,636	–	–	0.09%	97
2022 Q3	$673K	Hold	11,636	–	–	0.1%	94
2022 Q2	$702K	Hold	11,636	–	–	0.09%	99
2022 Q1	$889K	Sell	11,636 -185	-2%	-$13.9K	0.11%	90
2021 Q4	$989K	Sell	11,821 -625	-5%	-$50.4K	0.12%	84
2021 Q3	$920K	Hold	12,446	–	–	0.12%	81
2021 Q2	$905K	Hold	12,446	–	–	0.12%	84
2021 Q1	$810K	Sell	12,446 -250	-2%	-$16.2K	0.11%	88
2020 Q4	$810K	Sell	12,696 -800	-6%	-$48.5K	0.12%	84
2020 Q3	$780K	Hold	13,496	–	–	0.13%	85
2020 Q2	$700K	Buy	13,496 +1,804	+15%	+$86.5K	0.13%	87
2020 Q1	$482K	Hold	11,692	–	–	0.11%	93
2019 Q4	$566K	Hold	11,692	–	–	0.09%	92
2019 Q3	$526K	Hold	11,692	–	–	0.09%	92
2019 Q2	$524K	Hold	11,692	–	–	0.09%	91
2019 Q1	$504K	Hold	11,692	–	–	0.09%	91
2018 Q4	$440K	Buy	11,692 +6,160	+111%	+$249K	0.09%	90
2018 Q3	$245K	Buy	+5,532	New	+$238K	0.04%	128

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

First Nebraska Trust's IVW Position: Q1 2026 in Review

First Nebraska Trust reduced its iShares S&P 500 Growth ETF (IVW) stake by 36% in Q1 2026, selling an estimated $397K and leaving 5,812 shares worth $657K. The position accounts for 0.06% of the portfolio, ranked #125.

First Nebraska Trust first reported a position in IVW in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.31M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

First Nebraska Trust held 5,812 shares of iShares S&P 500 Growth ETF worth $657K as of Q1 2026.
First Nebraska Trust sold 3,300 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $397K.
iShares S&P 500 Growth ETF made up 0.06% of First Nebraska Trust's portfolio in Q1 2026, its #125 holding.
First Nebraska Trust first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 31 quarters since.
First Nebraska Trust's iShares S&P 500 Growth ETF position peaked at $1.31M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.