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 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Simmons Bank's IVW Position: Q1 2026 in Review

Simmons Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.2% in Q1 2026, selling an estimated $35K and leaving 12,956 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #166.

Simmons Bank first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.63M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Simmons Bank held 12,956 shares of iShares S&P 500 Growth ETF worth $1.47M as of Q1 2026.
Simmons Bank sold 291 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $35K.
iShares S&P 500 Growth ETF made up 0.1% of Simmons Bank's portfolio in Q1 2026, its #166 holding.
Simmons Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Simmons Bank's iShares S&P 500 Growth ETF position peaked at $1.63M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.