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

United Southern Bank - Trust Department’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	$1.41M	Buy	+9,877	New	+$1.37M	1.01%	22

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

United Southern Bank - Trust Department's IVW Position: Q3 2026 in Review

United Southern Bank - Trust Department opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 9,877 shares worth $1.41M. The stake represents 1.01% of the portfolio and ranks #22 among its holdings.

1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

United Southern Bank - Trust Department held 9,877 shares of iShares S&P 500 Growth ETF worth $1.41M as of Q3 2026.
iShares S&P 500 Growth ETF was a new United Southern Bank - Trust Department position in Q3 2026.
iShares S&P 500 Growth ETF made up 1.01% of United Southern Bank - Trust Department's portfolio in Q3 2026, its #22 holding.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on United Southern Bank - Trust Department's 13F filing for Q3 2026, filed 13 Nov 2026.