Sanibel Captiva Trust Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sanibel Captiva Trust Company’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	$1.5M	Hold	10,878	–	–	0.04%	221
2026 Q1	$1.23M	Buy	10,878 +267	+3%	+$32.1K	0.03%	226
2025 Q4	$1.31M	Sell	10,611 -350	-3%	-$42.8K	0.04%	213
2025 Q3	$1.32M	Buy	10,961 +292	+3%	+$33.6K	0.04%	212
2025 Q2	$1.17M	Buy	10,669 +3,764	+55%	+$373K	0.04%	213
2025 Q1	$641K	Sell	6,905 -100	-1%	-$10.1K	0.02%	250
2024 Q4	$711K	Buy	7,005 +109	+2%	+$10.9K	0.02%	244
2024 Q3	$660K	Sell	6,896 -500	-7%	-$46.2K	0.02%	250
2024 Q2	$684K	Hold	7,396	–	–	0.02%	236
2024 Q1	$625K	Hold	7,396	–	–	0.02%	238
2023 Q4	$555K	Buy	+7,396	New	+$526K	0.02%	237

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sanibel Captiva Trust Company's IVW Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 10,878 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #221.

Sanibel Captiva Trust Company first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sanibel Captiva Trust Company held 10,878 shares of iShares S&P 500 Growth ETF worth $1.5M as of Q2 2026.
Sanibel Captiva Trust Company left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #221 holding.
Sanibel Captiva Trust Company first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.