Security National Bank’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
$3.03M Buy
22,031
+592
+3% +$78.2K 0.36% 58
2026
Q1
$2.42M Buy
21,439
+1,506
+8% +$181K 0.35% 59
2025
Q4
$2.46M Buy
19,933
+4,433
+29% +$543K 0.35% 60
2025
Q3
$1.87M Buy
15,500
+770
+5% +$88.6K 0.29% 60
2025
Q2
$1.62M Buy
14,730
+3,898
+36% +$386K 0.28% 60
2025
Q1
$1.01M Buy
10,832
+554
+5% +$55.9K 0.19% 70
2024
Q4
$1.04M Buy
10,278
+253
+3% +$25.2K 0.15% 61
2024
Q3
$960K Hold
10,025
0.13% 68
2024
Q2
$928K Hold
10,025
0.13% 62
2024
Q1
$847K Hold
10,025
0.13% 64
2023
Q4
$753K Hold
10,025
0.17% 68
2023
Q3
$688K Buy
10,025
+972
+11% +$68.8K 0.19% 66
2023
Q2
$638K Buy
9,053
+1,055
+13% +$69.7K 0.16% 64
2023
Q1
$511K Buy
7,998
+1,224
+18% +$74.8K 0.14% 70
2022
Q4
$396K Buy
6,774
+1,204
+22% +$72.3K 0.11% 74
2022
Q3
$322K Buy
5,570
+1,498
+37% +$97.3K 0.09% 79
2022
Q2
$246K Buy
4,072
+1,000
+33% +$66.2K 0.07% 88
2022
Q1
$235K Buy
+3,072
New +$231K 0.05% 97

Other funds holding IVW

Security National Bank's IVW Position: Q2 2026 in Review

Security National Bank increased its iShares S&P 500 Growth ETF (IVW) stake by 2.8% in Q2 2026, buying an estimated $78.2K and bringing the position to 22,031 shares worth $3.03M. The position accounts for 0.36% of the portfolio, ranked #58.

Security National Bank first reported a position in IVW in Q1 2022 and has held it in 18 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Security National Bank held 22,031 shares of iShares S&P 500 Growth ETF worth $3.03M as of Q2 2026.
  • Security National Bank bought 592 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $78.2K.
  • iShares S&P 500 Growth ETF made up 0.36% of Security National Bank's portfolio in Q2 2026, its #58 holding.
  • Security National Bank first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.