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

Sunflower 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
2025 Q1	–	Sell	-2,004	Closed	-$203K	–	129
2024 Q4	$203K	Sell	2,004 -1,922	-49%	-$192K	0.06%	127
2024 Q3	$376K	Hold	3,926	–	–	0.1%	88
2024 Q2	$363K	Sell	3,926 -522	-12%	-$45K	0.09%	81
2024 Q1	$376K	Hold	4,448	–	–	0.08%	80
2023 Q4	$334K	Sell	4,448 -1,151	-21%	-$81.9K	0.08%	91
2023 Q3	$383K	Hold	5,599	–	–	0.09%	73
2023 Q2	$395K	Hold	5,599	–	–	0.09%	74
2023 Q1	$358K	Hold	5,599	–	–	0.08%	79
2022 Q4	$328K	Sell	5,599 -286	-5%	-$17.2K	0.07%	84
2022 Q3	$340K	Hold	5,885	–	–	0.08%	88
2022 Q2	$355K	Hold	5,885	–	–	0.07%	104
2022 Q1	$449K	Sell	5,885 -1,600	-21%	-$120K	0.06%	126
2021 Q4	$626K	Hold	7,485	–	–	0.08%	100
2021 Q3	$553K	Hold	7,485	–	–	0.08%	105
2021 Q2	$545K	Sell	7,485 -180	-2%	-$12.5K	0.08%	111
2021 Q1	$499K	Sell	7,665 -275	-3%	-$17.8K	0.08%	112
2020 Q4	$507K	Buy	+7,940	New	+$481K	0.09%	111

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sunflower Bank's IVW Position: Q1 2025 in Review

Sunflower Bank sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 2,004 shares — an estimated $203K sold.

Sunflower Bank first reported a position in IVW in Q4 2020 and held it in 17 quarters. The position peaked at $626K in Q4 2021. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Sunflower Bank reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
Sunflower Bank sold 2,004 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $203K.
Sunflower Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 17 quarters.
Sunflower Bank's iShares S&P 500 Growth ETF position peaked at $626K in Q4 2021.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Sunflower Bank's 13F filing for Q1 2025, filed 14 Apr 2025.