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

Renasant 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
Q1 		$1.5M Sell
13,302
-7,795
-37% -$938K 1.06% 28
2025
Q4 		$2.6M Sell
21,097
-925
-4% -$113K 1.76% 16
2025
Q3 		$2.66M Sell
22,022
-4,318
-16% -$497K 1.69% 15
2025
Q2 		$2.9M Sell
26,340
-11,996
-31% -$1.19M 1.94% 10
2025
Q1 		$3.56M Sell
38,336
-4,089
-10% -$412K 2.36% 7
2024
Q4 		$4.31M Sell
42,425
-2,614
-6% -$261K 2.79% 2
2024
Q3 		$4.31M Sell
45,039
-670
-1% -$61.9K 2.84% 2
2024
Q2 		$4.23M Sell
45,709
-2,813
-6% -$243K 2.91% 2
2024
Q1 		$4.1M Sell
48,522
-132
-0.3% -$10.6K 2.92% 3
2023
Q4 		$3.65M Hold
48,654
– – 2.91% 3
2023
Q3 		$3.33M Sell
48,654
-378
-0.8% -$26.8K 2.8% 2
2023
Q2 		$3.46M Buy
49,032
+609
+1% +$40.3K 2.82% 3
2023
Q1 		$3.09M Sell
48,423
-3,524
-7% -$215K 2.4% 5
2022
Q4 		$3.04M Sell
51,947
-185
-0.4% -$11.1K 2.29% 5
2022
Q3 		$3.02M Sell
52,132
-78
-0.1% -$5.07K 2.66% 3
2022
Q2 		$3.15M Sell
52,210
-8,097
-13% -$536K 2.57% 4
2022
Q1 		$4.61M Sell
60,307
-341
-0.6% -$25.6K 3.1% 2
2021
Q4 		$5.07M Sell
60,648
-10,399
-15% -$838K 3.45% 1
2021
Q3 		$5.25M Sell
71,047
-1,630
-2% -$124K 4.16% 1
2021
Q2 		$5.29M Sell
72,677
-1,558
-2% -$108K 4% 1
2021
Q1 		$4.83M Sell
74,235
-2,048
-3% -$132K 3.89% 1
2020
Q4 		$4.87M Buy
+76,283
New +$4.63M 3.99% 1

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Renasant Bank's IVW Position: Q1 2026 in Review

Renasant Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 37% in Q1 2026, selling an estimated $938K and leaving 13,302 shares worth $1.5M. The position accounts for 1.06% of the portfolio, ranked #28.

Renasant Bank first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.29M in Q2 2021. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Renasant Bank held 13,302 shares of iShares S&P 500 Growth ETF worth $1.5M as of Q1 2026.
  • Renasant Bank sold 7,795 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $938K.
  • iShares S&P 500 Growth ETF made up 1.06% of Renasant Bank's portfolio in Q1 2026, its #28 holding.
  • Renasant Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Renasant Bank's iShares S&P 500 Growth ETF position peaked at $5.29M in Q2 2021.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Renasant Bank's 13F filing for Q1 2026, filed 29 Apr 2026.