Independence Bank of Kentucky’s iShares S&P 500 Growth ETF IVW Stock Holding History

Independence Bank of Kentucky’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	$1.26M	Buy	9,142 +8,617	+1,641%	+$1.14M	0.14%	132
2026 Q1	$59.4K	Hold	525	–	–	0.01%	397
2025 Q4	$64.7K	Hold	525	–	–	0.01%	395
2025 Q3	$63.4K	Sell	525 -100	-16%	-$11.5K	0.01%	393
2025 Q2	$68.8K	Buy	625 +75	+14%	+$7.42K	0.01%	374
2025 Q1	$51.1K	Hold	550	–	–	0.01%	391
2024 Q4	$55.8K	Hold	550	–	–	0.01%	383
2024 Q3	$52.7K	Sell	550 -82	-13%	-$7.57K	0.01%	369
2024 Q2	$58.5K	Hold	632	–	–	0.02%	336
2024 Q1	$53.4K	Hold	632	–	–	0.02%	324
2023 Q4	$47.5K	Hold	632	–	–	0.02%	316
2023 Q3	$43.2K	Hold	632	–	–	0.02%	298
2023 Q2	$44.5K	Hold	632	–	–	0.02%	298
2023 Q1	$40.4K	Hold	632	–	–	0.02%	273
2022 Q4	$37K	Hold	632	–	–	0.02%	276
2022 Q3	$37K	Hold	632	–	–	0.02%	262
2022 Q2	$38K	Hold	632	–	–	0.02%	267
2022 Q1	$48K	Sell	632 -100	-14%	-$7.51K	0.02%	261
2021 Q4	$61K	Sell	732 -40	-5%	-$3.22K	0.02%	228
2021 Q3	$57K	Hold	772	–	–	0.02%	233
2021 Q2	$56K	Buy	772 +40	+5%	+$2.77K	0.02%	228
2021 Q1	$48K	Hold	732	–	–	0.02%	233
2020 Q4	$47K	Hold	732	–	–	0.02%	229
2020 Q3	$42K	Buy	+732	New	+$41.4K	0.02%	223

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Independence Bank of Kentucky's IVW Position: Q2 2026 in Review

Independence Bank of Kentucky increased its iShares S&P 500 Growth ETF (IVW) stake by 1,641% in Q2 2026, buying an estimated $1.14M and bringing the position to 9,142 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #132.

Independence Bank of Kentucky first reported a position in IVW in Q3 2020 and has held it in 24 quarters since. 1,785 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Independence Bank of Kentucky held 9,142 shares of iShares S&P 500 Growth ETF worth $1.26M as of Q2 2026.
Independence Bank of Kentucky bought 8,617 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.14M.
iShares S&P 500 Growth ETF made up 0.14% of Independence Bank of Kentucky's portfolio in Q2 2026, its #132 holding.
Independence Bank of Kentucky first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 24 quarters since.
1,785 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.