Quintet Private Bank (Europe)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Quintet Private Bank (Europe)’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	$19.3K	Hold	140	–	–	﹤0.01%	167
2026 Q1	$15.8K	Hold	140	–	–	﹤0.01%	166
2025 Q4	$17.3K	Sell	140 -35	-20%	-$4.28K	﹤0.01%	163
2025 Q3	$21.1K	Hold	175	–	–	﹤0.01%	164
2025 Q2	$19.3K	Hold	175	–	–	﹤0.01%	169
2025 Q1	$16.2K	Hold	175	–	–	﹤0.01%	163
2024 Q4	$17.8K	Hold	175	–	–	﹤0.01%	175
2024 Q3	$16.8K	Buy	175 +24	+16%	+$2.22K	﹤0.01%	170
2024 Q2	$16.2K	Hold	151	–	–	﹤0.01%	176
2024 Q1	$14.7K	Sell	151 -24	-14%	-$1.93K	﹤0.01%	198
2023 Q4	$13.1K	Hold	175	–	–	﹤0.01%	172
2023 Q3	$12K	Sell	175 -541	-76%	-$38.3K	﹤0.01%	198
2023 Q2	$12.3K	Buy	716 +541	+309%	+$35.8K	﹤0.01%	218
2023 Q1	$11.2K	Buy	+175	New	+$10.7K	﹤0.01%	239
2022 Q2	$12.3K	Buy	+716	New	+$47.4K	﹤0.01%	218

Other funds holding IVW

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

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

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

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return