South Plains Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

South Plains Financial’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	$1.51M	Hold	13,365	–	–	0.88%	32
2025 Q4	$1.65M	Hold	13,365	–	–	0.98%	22
2025 Q3	$1.61M	Hold	13,365	–	–	1.01%	22
2025 Q2	$1.47M	Buy	13,365 +150	+1%	+$14.8K	1.03%	21
2025 Q1	$1.23M	Hold	13,215	–	–	0.96%	29
2024 Q4	$1.34M	Buy	+13,215	New	+$1.32M	1.02%	26

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

South Plains Financial's IVW Position: Q1 2026 in Review

South Plains Financial held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 13,365 shares worth $1.51M. The position accounts for 0.88% of the portfolio, ranked #32.

South Plains Financial first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.65M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

South Plains Financial held 13,365 shares of iShares S&P 500 Growth ETF worth $1.51M as of Q1 2026.
South Plains Financial left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.88% of South Plains Financial's portfolio in Q1 2026, its #32 holding.
South Plains Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
South Plains Financial's iShares S&P 500 Growth ETF position peaked at $1.65M in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.