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Southern Michigan Bank & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Southern Michigan Bank & Trust’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 		$98.2K Hold
714
– – 0.03% 149
2026
Q1 		$80.8K Buy
+714
New +$85.9K 0.03% 154

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Southern Michigan Bank & Trust's IVW Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 714 shares worth $98.2K. The position accounts for 0.03% of the portfolio, ranked #149.

Southern Michigan Bank & Trust first reported a position in IVW in Q1 2026 and has held it in 2 quarters since. 2,066 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Southern Michigan Bank & Trust held 714 shares of iShares S&P 500 Growth ETF worth $98.2K as of Q2 2026.
  • Southern Michigan Bank & Trust left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.03% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #149 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,066 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.