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

Idaho Trust Bank’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	$1.47M	Sell	10,699 -61	-0.6%	-$8.05K	0.43%	40
2026 Q1	$1.22M	Hold	10,760	–	–	0.4%	49
2025 Q4	$1.33M	Sell	10,760 -870	-7%	-$106K	0.44%	47
2025 Q3	$1.4M	Sell	11,630 -464	-4%	-$53.4K	0.47%	45
2025 Q2	$1.33M	Sell	12,094 -2,757	-19%	-$273K	0.48%	50
2025 Q1	$1.38M	Sell	14,851 -3,075	-17%	-$310K	0.56%	50
2024 Q4	$1.82M	Sell	17,926 -1,935	-10%	-$193K	0.92%	31
2024 Q3	$1.9M	Sell	19,861 -2,139	-10%	-$197K	0.92%	32
2024 Q2	$2.04M	Buy	+22,000	New	+$1.9M	1.04%	31
2024 Q1	–	Sell	-15,240	Closed	-$1.14M	–	132
2023 Q4	$1.14M	Sell	15,240 -5,300	-26%	-$377K	0.66%	39
2023 Q3	$1.41M	Buy	20,540 +400	+2%	+$28.3K	0.91%	33
2023 Q2	$1.42M	Buy	+20,140	New	+$1.33M	0.89%	34

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Idaho Trust Bank's IVW Position: Q2 2026 in Review

Idaho Trust Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.57% in Q2 2026, selling an estimated $8.05K and leaving 10,699 shares worth $1.47M. The position accounts for 0.43% of the portfolio, ranked #40.

Idaho Trust Bank first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.04M in Q2 2024. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Idaho Trust Bank held 10,699 shares of iShares S&P 500 Growth ETF worth $1.47M as of Q2 2026.
Idaho Trust Bank sold 61 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $8.05K.
iShares S&P 500 Growth ETF made up 0.43% of Idaho Trust Bank's portfolio in Q2 2026, its #40 holding.
Idaho Trust Bank first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Idaho Trust Bank's iShares S&P 500 Growth ETF position peaked at $2.04M in Q2 2024.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.