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Indiana Trust & Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Indiana Trust & Investment Management’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 		$235K Hold
1,712
– – 0.06% 172
2026
Q1 		$194K Buy
1,712
+259
+18% +$31.1K 0.06% 175
2025
Q4 		$179K Hold
1,453
– – 0.05% 179
2025
Q3 		$175K Hold
1,453
– – 0.05% 184
2025
Q2 		$160K Hold
1,453
– – 0.05% 194
2025
Q1 		$135K Buy
1,453
+145
+11% +$14.6K 0.05% 201
2024
Q4 		$133K Hold
1,308
– – 0.05% 202
2024
Q3 		$125K Buy
1,308
+26
+2% +$2.4K 0.04% 208
2024
Q2 		$119K Hold
1,282
– – 0.04% 205
2024
Q1 		$108K Hold
1,282
– – 0.04% 212
2023
Q4 		$96.3K Hold
1,282
– – 0.04% 211
2023
Q3 		$87.7K Buy
+1,282
New +$90.7K 0.04% 212

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Indiana Trust & Investment Management's IVW Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,712 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #172.

Indiana Trust & Investment Management first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 1,071 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Indiana Trust & Investment Management held 1,712 shares of iShares S&P 500 Growth ETF worth $235K as of Q2 2026.
  • Indiana Trust & Investment Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.06% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #172 holding.
  • Indiana Trust & Investment Management first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,071 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.