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

Simmons 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 Q3	$1.83M	Hold	12,834	–	–	0.1%	183
2026 Q2	$1.77M	Sell	12,834 -122	-0.9%	-$16.1K	0.1%	170
2026 Q1	$1.47M	Sell	12,956 -291	-2%	-$35K	0.1%	166
2025 Q4	$1.63M	Buy	13,247 +147	+1%	+$18K	0.11%	160
2025 Q3	$1.58M	Buy	13,100 +1,987	+18%	+$229K	0.11%	153
2025 Q2	$1.22M	Hold	11,113	–	–	0.09%	171
2025 Q1	$1.03M	Hold	11,113	–	–	0.08%	178
2024 Q4	$1.13M	Hold	11,113	–	–	0.08%	172
2024 Q3	$1.06M	Hold	11,113	–	–	0.08%	178
2024 Q2	$1.03M	Buy	11,113 +5,852	+111%	+$505K	0.08%	176
2024 Q1	$444K	Sell	5,261 -128	-2%	-$10.3K	0.03%	253
2023 Q4	$405K	Hold	5,389	–	–	0.03%	260
2023 Q3	$369K	Buy	5,389 +100	+2%	+$7.08K	0.03%	261
2023 Q2	$373K	Sell	5,289 -82	-2%	-$5.42K	0.03%	263
2023 Q1	$343K	Sell	5,371 -1,929	-26%	-$118K	0.03%	273
2022 Q4	$427K	Buy	+7,300	New	+$438K	0.04%	259

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Simmons Bank's IVW Position: Q3 2026 in Review

Simmons Bank held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 12,834 shares worth $1.83M. The position accounts for 0.1% of the portfolio, ranked #183.

Simmons Bank first reported a position in IVW in Q4 2022 and has held it in 16 quarters since. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Simmons Bank held 12,834 shares of iShares S&P 500 Growth ETF worth $1.83M as of Q3 2026.
Simmons Bank left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.1% of Simmons Bank's portfolio in Q3 2026, its #183 holding.
Simmons Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Simmons Bank's 13F filing for Q3 2026, filed 10 Nov 2026.