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Ledyard National Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ledyard National 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 		$301K Buy
2,189
+80
+4% +$10.6K 0.02% 213
2026
Q1 		$239K Hold
2,109
– – 0.02% 216
2025
Q4 		$260K Sell
2,109
-30
-1% -$3.67K 0.02% 207
2025
Q3 		$258K Sell
2,139
-232
-10% -$26.7K 0.02% 198
2025
Q2 		$261K Sell
2,371
-108
-4% -$10.7K 0.02% 192
2025
Q1 		$230K Sell
2,479
-94
-4% -$9.48K 0.02% 201
2024
Q4 		$261K Hold
2,573
– – 0.02% 188
2024
Q3 		$246K Sell
2,573
-26
-1% -$2.4K 0.02% 203
2024
Q2 		$241K Sell
2,599
-843
-24% -$72.7K 0.02% 199
2024
Q1 		$291K Buy
+3,442
New +$277K 0.03% 186
2019
Q1 		– Sell
-1,000
Closed -$38K – 457
2018
Q4 		$38K Hold
1,000
– – 0.01% 440
2018
Q3 		$44K Hold
1,000
– – 0.01% 434
2018
Q2 		$41K Hold
1,000
– – ﹤0.01% 447
2018
Q1 		$39K Hold
1,000
– – ﹤0.01% 465
2017
Q4 		$38K Hold
1,000
– – ﹤0.01% 482
2017
Q3 		$36K Sell
1,000
-320
-24% -$11.3K ﹤0.01% 482
2017
Q2 		$45K Sell
1,320
-40
-3% -$1.36K 0.01% 418
2017
Q1 		$45K Buy
+1,360
New +$43.6K 0.01% 423

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
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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

Ledyard National Bank's IVW Position: Q2 2026 in Review

Ledyard National Bank increased its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,189 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #213.

Ledyard National Bank first reported a position in IVW in Q1 2017 and has held it in 18 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Ledyard National Bank held 2,189 shares of iShares S&P 500 Growth ETF worth $301K as of Q2 2026.
  • Ledyard National Bank bought 80 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $10.6K.
  • iShares S&P 500 Growth ETF made up 0.02% of Ledyard National Bank's portfolio in Q2 2026, its #213 holding.
  • Ledyard National Bank first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 18 quarters since.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.