Perkins Coie Trust Company’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.1M | Sell |
117,236
-2,936
| -2% | -$388K | 2.67% | 9 |
|
|
2026
Q1 | $13.6M | Sell |
120,172
-2,384
| -2% | -$287K | 2.61% | 8 |
|
|
2025
Q4 | $15.1M | Sell |
122,556
-1,153
| -0.9% | -$141K | 2.81% | 8 |
|
|
2025
Q3 | $14.9M | Sell |
123,709
-2,558
| -2% | -$294K | 2.81% | 8 |
|
|
2025
Q2 | $13.9M | Sell |
126,267
-2,770
| -2% | -$274K | 2.37% | 8 |
|
|
2025
Q1 | $12M | Sell |
129,037
-5,120
| -4% | -$516K | 2.72% | 7 |
|
|
2024
Q4 | $13.6M | Sell |
134,157
-237
| -0.2% | -$23.6K | 3% | 6 |
|
|
2024
Q3 | $12.9M | Sell |
134,394
-1,651
| -1% | -$152K | 2.85% | 6 |
|
|
2024
Q2 | $12.6M | Sell |
136,045
-1,976
| -1% | -$170K | 2.93% | 6 |
|
|
2024
Q1 | $11.7M | Sell |
138,021
-6,828
| -5% | -$549K | 2.73% | 6 |
|
|
2023
Q4 | $10.9M | Sell |
144,849
-12,026
| -8% | -$856K | 2.75% | 7 |
|
|
2023
Q3 | $10.7M | Sell |
156,875
-4,397
| -3% | -$311K | 3.03% | 6 |
|
|
2023
Q2 | $11.4M | Sell |
161,272
-1,151
| -0.7% | -$76.1K | 3.23% | 6 |
|
|
2023
Q1 | $10.4M | Sell |
162,423
-9,082
| -5% | -$555K | 3.11% | 6 |
|
|
2022
Q4 | $10M | Sell |
171,505
-7,395
| -4% | -$444K | 3.21% | 5 |
|
|
2022
Q3 | $10.3M | Sell |
178,900
-1,952
| -1% | -$127K | 3.97% | 4 |
|
|
2022
Q2 | $10.9M | Sell |
180,852
-7,315
| -4% | -$484K | 3.97% | 4 |
|
|
2022
Q1 | $14.4M | Sell |
188,167
-20,946
| -10% | -$1.57M | 4.46% | 4 |
|
|
2021
Q4 | $17.5M | Sell |
209,113
-18,772
| -8% | -$1.51M | 5.13% | 3 |
|
|
2021
Q3 | $16.8M | Sell |
227,885
-17,988
| -7% | -$1.37M | 5.27% | 3 |
|
|
2021
Q2 | $17.9M | Sell |
245,873
-22,403
| -8% | -$1.55M | 5.5% | 3 |
|
|
2021
Q1 | $17.5M | Sell |
268,276
-19,825
| -7% | -$1.28M | 5.82% | 1 |
|
|
2020
Q4 | $18.4M | Sell |
288,101
-13,131
| -4% | -$796K | 6.27% | 1 |
|
|
2020
Q3 | $17.4M | Sell |
301,232
-21,732
| -7% | -$1.23M | 6.95% | 1 |
|
|
2020
Q2 | $16.8M | Sell |
322,964
-49,956
| -13% | -$2.39M | 6.89% | 1 |
|
|
2020
Q1 | $15.4M | Sell |
372,920
-3,156
| -0.8% | -$149K | 7.84% | 1 |
|
|
2019
Q4 | $18.2M | Sell |
376,076
-196
| -0.1% | -$9.09K | 7.46% | 1 |
|
|
2019
Q3 | $16.9M | Buy |
376,272
+8,436
| +2% | +$382K | 7.5% | 1 |
|
|
2019
Q2 | $16.5M | Sell |
367,836
-2,980
| -0.8% | -$131K | 7.49% | 1 |
|
|
2019
Q1 | $16M | Sell |
370,816
-15,764
| -4% | -$646K | 7.43% | 1 |
|
|
2018
Q4 | $14.6M | Buy |
386,580
+2,472
| +0.6% | +$100K | 7.62% | 1 |
|
|
2018
Q3 | $17M | Sell |
384,108
-1,320
| -0.3% | -$56.7K | 7.9% | 1 |
|
|
2018
Q2 | $15.7M | Sell |
385,428
-1,632
| -0.4% | -$65.6K | 7.74% | 1 |
|
|
2018
Q1 | $15M | Buy |
387,060
+9,168
| +2% | +$366K | 7.45% | 1 |
|
|
2017
Q4 | $14.4M | Sell |
377,892
-26,296
| -7% | -$983K | 7.21% | 1 |
|
|
2017
Q3 | $14.5M | Sell |
404,188
-9,608
| -2% | -$338K | 7.53% | 1 |
|
|
2017
Q2 | $14.2M | Sell |
413,796
-4,664
| -1% | -$158K | 7.62% | 1 |
|
|
2017
Q1 | $13.8M | Buy |
418,460
+3,440
| +0.8% | +$110K | 8.09% | 1 |
|
|
2016
Q4 | $12.6M | Buy |
415,020
+4,740
| +1% | +$143K | 7.67% | 1 |
|
|
2016
Q3 | $12.5M | Buy |
410,280
+5,904
| +1% | +$179K | 7.91% | 1 |
|
|
2016
Q2 | $11.8M | Buy |
404,376
+160
| +0% | +$4.64K | 7.78% | 1 |
|
|
2016
Q1 | $11.7M | Buy |
404,216
+6,116
| +2% | +$168K | 7.97% | 1 |
|
|
2015
Q4 | $11.5M | Buy |
398,100
+6,816
| +2% | +$198K | 8.64% | 1 |
|
|
2015
Q3 | $10.5M | Buy |
391,284
+11,244
| +3% | +$320K | 8.49% | 1 |
|
|
2015
Q2 | $10.8M | Sell |
380,040
-8,020
| -2% | -$232K | 8.16% | 1 |
|
|
2015
Q1 | $11.1M | Buy |
388,060
+6,780
| +2% | +$192K | 8.51% | 1 |
|
|
2014
Q4 | $10.6M | Buy |
381,280
+50,876
| +15% | +$1.39M | 8.48% | 1 |
|
|
2014
Q3 | $8.82M | Buy |
+330,404
| New | +$8.8M | 7.42% | 1 |
|
Other funds holding IVW
PAS
LI
CC
CCWA
SIA
MWA
SWP
SHJ
Perkins Coie Trust Company's IVW Position: Q2 2026 in Review
Perkins Coie Trust Company reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q2 2026, selling an estimated $388K and leaving 117,236 shares worth $16.1M. The position accounts for 2.67% of the portfolio, ranked #9.
Perkins Coie Trust Company first reported a position in IVW in Q3 2014 and has held it in 48 quarters since. The position peaked at $18.4M in Q4 2020. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Perkins Coie Trust Company held 117,236 shares of iShares S&P 500 Growth ETF worth $16.1M as of Q2 2026.
- Perkins Coie Trust Company sold 2,936 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $388K.
- iShares S&P 500 Growth ETF made up 2.67% of Perkins Coie Trust Company's portfolio in Q2 2026, its #9 holding.
- Perkins Coie Trust Company first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and has held it in 48 quarters since.
- Perkins Coie Trust Company's iShares S&P 500 Growth ETF position peaked at $18.4M in Q4 2020.
- 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.