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

Montecito 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
2026 Q2	$3.47M	Sell	25,254 -250	-1%	-$33K	0.52%	51
2026 Q1	$2.88M	Sell	25,504 -285	-1%	-$34.3K	0.48%	50
2025 Q4	$3.18M	Hold	25,789	–	–	0.51%	47
2025 Q3	$3.11M	Buy	+25,789	New	+$2.97M	0.48%	44
2025 Q1	$2.41M	Sell	25,954 -85	-0.3%	-$8.57K	0.43%	56
2024 Q4	$2.64M	Hold	26,039	–	–	0.46%	51
2024 Q3	$2.49M	Sell	26,039 -70	-0.3%	-$6.46K	0.42%	51
2024 Q2	$2.42M	Hold	26,109	–	–	0.49%	46
2024 Q1	$2.2M	Sell	26,109 -180	-0.7%	-$14.5K	0.44%	52
2023 Q4	$1.97M	Hold	26,289	–	–	0.42%	55
2023 Q3	$1.8M	Buy	26,289 +54	+0.2%	+$3.82K	0.42%	53
2023 Q2	$1.85M	Sell	26,235 -20	-0.1%	-$1.32K	0.42%	55
2023 Q1	$1.68M	Sell	26,255 -299	-1%	-$18.3K	0.4%	62
2022 Q4	$1.55M	Buy	26,554 +10,000	+60%	+$600K	0.38%	69
2022 Q3	$958K	Hold	16,554	–	–	0.25%	98
2022 Q2	$999K	Hold	16,554	–	–	0.24%	104
2022 Q1	$1.26M	Sell	16,554 -660	-4%	-$49.6K	0.24%	98
2021 Q4	$1.44M	Sell	17,214 -18	-0.1%	-$1.45K	0.26%	89
2021 Q3	$1.27M	Hold	17,232	–	–	0.25%	96
2021 Q2	$1.25M	Hold	17,232	–	–	0.24%	97
2021 Q1	$1.12M	Sell	17,232 -1,182	-6%	-$76.4K	0.23%	96
2020 Q4	$1.18M	Buy	18,414 +1,022	+6%	+$62K	0.26%	88
2020 Q3	$1M	Hold	17,392	–	–	0.26%	86
2020 Q2	$902K	Hold	17,392	–	–	0.25%	89
2020 Q1	$718K	Hold	17,392	–	–	0.24%	89
2019 Q4	$842K	Hold	17,392	–	–	0.23%	88
2019 Q3	$783K	Hold	17,392	–	–	0.23%	91
2019 Q2	$779K	Sell	17,392 -6,264	-26%	-$275K	0.24%	95
2019 Q1	$1.02M	Buy	23,656 +624	+3%	+$25.6K	0.31%	75
2018 Q4	$868K	Buy	23,032 +5,640	+32%	+$228K	0.3%	78
2018 Q3	$770K	Hold	17,392	–	–	0.23%	93
2018 Q2	$707K	Hold	17,392	–	–	0.23%	85
2018 Q1	$674K	Sell	17,392 -1,000	-5%	-$39.9K	0.22%	83
2017 Q4	$702K	Hold	18,392	–	–	0.23%	73
2017 Q3	$659K	Hold	18,392	–	–	0.23%	80
2017 Q2	$629K	Hold	18,392	–	–	0.23%	80
2017 Q1	$605K	Hold	18,392	–	–	0.22%	84
2016 Q4	$560K	Hold	18,392	–	–	0.2%	92
2016 Q3	$559K	Hold	18,392	–	–	0.23%	93
2016 Q2	$536K	Hold	18,392	–	–	0.23%	90
2016 Q1	$533K	Hold	18,392	–	–	0.24%	77
2015 Q4	$532K	Buy	18,392 +1,872	+11%	+$54.4K	0.25%	75
2015 Q3	$445K	Buy	16,520 +2,000	+14%	+$56.8K	0.25%	78
2015 Q2	$414K	Hold	14,520	–	–	0.21%	101
2015 Q1	$414K	Hold	14,520	–	–	0.21%	101
2014 Q4	$405K	Hold	14,520	–	–	0.21%	95
2014 Q3	$388K	Hold	14,520	–	–	0.24%	93
2014 Q2	$382K	Buy	14,520 +5,600	+63%	+$142K	0.23%	91
2014 Q1	$223K	Hold	8,920	–	–	0.14%	128
2013 Q4	$220K	Sell	8,920 -6,000	-40%	-$141K	0.14%	126
2013 Q3	$333K	Hold	14,920	–	–	0.22%	88
2013 Q2	$313K	Buy	+14,920	New	+$316K	0.21%	90

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Montecito Bank & Trust's IVW Position: Q2 2026 in Review

Montecito Bank & Trust reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.98% in Q2 2026, selling an estimated $33K and leaving 25,254 shares worth $3.47M. The position accounts for 0.52% of the portfolio, ranked #51.

Montecito Bank & Trust first reported a position in IVW in Q2 2013 and has held it in 52 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Montecito Bank & Trust held 25,254 shares of iShares S&P 500 Growth ETF worth $3.47M as of Q2 2026.
Montecito Bank & Trust sold 250 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $33K.
iShares S&P 500 Growth ETF made up 0.52% of Montecito Bank & Trust's portfolio in Q2 2026, its #51 holding.
Montecito Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.