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

Sabal 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
2025 Q1	–	Sell	-2,716	Closed	-$276K	–	240
2024 Q4	$276K	Hold	2,716	–	–	0.02%	208
2024 Q3	$260K	Hold	2,716	–	–	0.01%	210
2024 Q2	$251K	Sell	2,716 -3,759	-58%	-$324K	0.02%	198
2024 Q1	$547K	Hold	6,475	–	–	0.03%	150
2023 Q4	$486K	Hold	6,475	–	–	0.03%	157
2023 Q3	$443K	Hold	6,475	–	–	0.03%	148
2023 Q2	$456K	Hold	6,475	–	–	0.03%	150
2023 Q1	$414K	Hold	6,475	–	–	0.03%	104
2022 Q4	$379K	Hold	6,475	–	–	0.03%	118
2022 Q3	$375K	Hold	6,475	–	–	0.03%	117
2022 Q2	$391K	Hold	6,475	–	–	0.03%	118
2022 Q1	$495K	Hold	6,475	–	–	0.03%	97
2021 Q4	$542K	Sell	6,475 -345	-5%	-$27.8K	0.03%	101
2021 Q3	$504K	Hold	6,820	–	–	0.04%	101
2021 Q2	$496K	Hold	6,820	–	–	0.04%	97
2021 Q1	$444K	Hold	6,820	–	–	0.03%	102
2020 Q4	$435K	Buy	+6,820	New	+$414K	0.04%	94

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sabal Trust's IVW Position: Q1 2025 in Review

Sabal Trust sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 2,716 shares — an estimated $276K sold.

Sabal Trust first reported a position in IVW in Q4 2020 and held it in 17 quarters. The position peaked at $547K in Q1 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Sabal Trust reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Sabal Trust sold 2,716 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $276K.
Sabal Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 17 quarters.
Sabal Trust's iShares S&P 500 Growth ETF position peaked at $547K in Q1 2024.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.