Hills Bank & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hills Bank & 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
2023 Q4	–	Sell	-3,303	Closed	-$226K	–	276
2023 Q3	$226K	Buy	3,303 +1	+0%	+$71	0.03%	200
2023 Q2	$233K	Hold	3,302	–	–	0.03%	192
2023 Q1	$211K	Buy	+3,302	New	+$202K	0.03%	197
2022 Q2	–	Sell	-1,540	Closed	-$118K	–	254
2022 Q1	$118K	Hold	1,540	–	–	0.02%	242
2021 Q4	$129K	Hold	1,540	–	–	0.02%	241
2021 Q3	$114K	Hold	1,540	–	–	0.02%	244
2021 Q2	$112K	Hold	1,540	–	–	0.02%	245
2021 Q1	$100K	Buy	+1,540	New	+$99.6K	0.02%	253
2020 Q3	–	Sell	-5,700	Closed	-$296K	–	229
2020 Q2	$296K	Hold	5,700	–	–	0.06%	149
2020 Q1	$235K	Buy	+5,700	New	+$270K	0.07%	134

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hills Bank & Trust's IVW Position: Q4 2023 in Review

Hills Bank & Trust sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2023, closing a stake of 3,303 shares — an estimated $226K sold.

Hills Bank & Trust first reported a position in IVW in Q1 2020 and held it in 10 quarters. The position peaked at $296K in Q2 2020. 1,548 funds tracked by Wall St. Rank hold IVW as of Q4 2023.

Hills Bank & Trust reported no remaining iShares S&P 500 Growth ETF position as of Q4 2023 after selling out during the quarter.
Hills Bank & Trust sold 3,303 iShares S&P 500 Growth ETF shares in Q4 2023, an estimated $226K.
Hills Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and held it in 10 quarters.
Hills Bank & Trust's iShares S&P 500 Growth ETF position peaked at $296K in Q2 2020.
1,548 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2023.

Based on Hills Bank & Trust's 13F filing for Q4 2023, filed 7 Feb 2024.