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

Thomasville National 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 Q2	$6.07M	Buy	+44,117	New	+$5.83M	0.33%	51
2025 Q4	$5.48M	Sell	44,478 -298	-0.7%	-$36.5K	0.34%	51
2025 Q3	$5.41M	Sell	44,776 -272	-0.6%	-$31.3K	0.34%	49
2025 Q2	$4.96M	Sell	45,048 -5,647	-11%	-$559K	0.34%	50
2025 Q1	$4.71M	Sell	50,695 -361	-0.7%	-$36.4K	0.34%	52
2024 Q4	$5.18M	Buy	51,056 +543	+1%	+$54.2K	0.37%	50
2024 Q3	$4.84M	Sell	50,513 -1,205	-2%	-$111K	0.36%	55
2024 Q2	$4.79M	Sell	51,718 -434	-0.8%	-$37.4K	0.38%	49
2024 Q1	$4.4M	Buy	52,152 +1,017	+2%	+$81.7K	0.36%	51
2023 Q4	$3.84M	Sell	51,135 -6,966	-12%	-$496K	0.34%	57
2023 Q3	$3.98M	Sell	58,101 -536	-0.9%	-$37.9K	0.39%	50
2023 Q2	$4.13M	Buy	58,637 +467	+0.8%	+$30.9K	0.39%	49
2023 Q1	$3.72M	Sell	58,170 -129	-0.2%	-$7.88K	0.38%	54
2022 Q4	$3.41M	Sell	58,299 -2,829	-5%	-$170K	0.39%	53
2022 Q3	$3.54M	Sell	61,128 -2,081	-3%	-$135K	0.42%	52
2022 Q2	$3.81M	Sell	63,209 -1,500	-2%	-$99.3K	0.42%	53
2022 Q1	$4.94M	Buy	64,709 +15,632	+32%	+$1.17M	0.48%	46
2021 Q4	$4.11M	Sell	49,077 -6,591	-12%	-$531K	0.39%	49
2021 Q3	$4.11M	Buy	55,668 +3,146	+6%	+$240K	0.43%	48
2021 Q2	$3.82M	Buy	52,522 +35,504	+209%	+$2.46M	0.4%	49
2021 Q1	$2.81M	Sell	17,018 -39,991	-70%	-$2.59M	0.52%	42
2020 Q4	$3.64M	Sell	57,009 -6,231	-10%	-$378K	0.48%	44
2020 Q3	$3.65M	Sell	63,240 -4,832	-7%	-$273K	0.55%	42
2020 Q2	$3.53M	Sell	68,072 -3,592	-5%	-$172K	0.55%	40
2020 Q1	$3.23M	Buy	71,664 +1,644	+2%	+$77.7K	0.54%	45
2019 Q4	$3.39M	Sell	70,020 -1,644	-2%	-$76.2K	0.52%	44
2019 Q3	$3.23M	Buy	71,664 +340	+0.5%	+$15.4K	0.54%	45
2019 Q2	$3.2M	Buy	71,324 +504	+0.7%	+$22.2K	0.55%	46
2019 Q1	$3.05M	Sell	70,820 -1,640	-2%	-$67.2K	0.56%	45
2018 Q4	$2.73M	Sell	72,460 -2,552	-3%	-$103K	0.56%	44
2018 Q3	$3.32M	Buy	75,012 +1,176	+2%	+$50.5K	0.53%	47
2018 Q2	$3M	Sell	73,836 -1,696	-2%	-$68.1K	0.52%	47
2018 Q1	$2.93M	Sell	75,532 -1,776	-2%	-$70.8K	0.52%	47
2017 Q4	$2.95M	Sell	77,308 -4,708	-6%	-$176K	0.55%	48
2017 Q3	$2.94M	Sell	82,016 -2,016	-2%	-$71K	0.49%	51
2017 Q2	$2.88M	Sell	84,032 -2,000	-2%	-$67.8K	0.53%	49
2017 Q1	$2.83M	Buy	+86,032	New	+$2.76M	0.56%	47
2016 Q3	$2.77M	Buy	90,916 +17,584	+24%	+$533K	1.62%	17
2016 Q2	$2.14M	Sell	73,332 -648	-0.9%	-$18.8K	0.56%	49
2016 Q1	$2.14M	Buy	73,980 +34,384	+87%	+$946K	0.65%	43
2015 Q4	$1.15M	Sell	39,596 -2,820	-7%	-$82K	0.41%	51
2015 Q3	$1.14M	Buy	42,416 +596	+1%	+$16.9K	0.42%	52
2015 Q2	$1.19M	Sell	41,820 -92	-0.2%	-$2.67K	0.41%	54
2015 Q1	$1.19M	Sell	41,912 -920	-2%	-$26.1K	0.41%	51
2014 Q4	$1.2M	Buy	42,832 +916	+2%	+$25K	0.43%	55
2014 Q3	$1.12M	Sell	41,916 -1,092	-3%	-$29.1K	0.43%	56
2014 Q2	$1.13M	Buy	43,008 +124	+0.3%	+$3.15K	0.41%	55
2014 Q1	$1.07M	Buy	42,884 +12,824	+43%	+$317K	0.44%	53
2013 Q4	$742K	Sell	30,060 -196	-0.6%	-$4.62K	0.33%	54
2013 Q3	$676K	Buy	30,256 +7,132	+31%	+$157K	0.35%	59
2013 Q2	$486K	Buy	+23,124	New	+$490K	0.32%	51

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Thomasville National Bank's IVW Position: Q2 2026 in Review

Thomasville National Bank opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 44,117 shares worth $6.07M. The stake represents 0.33% of the portfolio and ranks #51 among its holdings. This is a return to the name: Thomasville National Bank previously reported a position in IVW as recently as Q4 2025.

Thomasville National Bank first reported a position in IVW in Q2 2013 and has held it in 51 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Thomasville National Bank held 44,117 shares of iShares S&P 500 Growth ETF worth $6.07M as of Q2 2026.
iShares S&P 500 Growth ETF was a new Thomasville National Bank position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.33% of Thomasville National Bank's portfolio in Q2 2026, its #51 holding.
Thomasville National Bank first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 51 quarters since.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Thomasville National Bank's 13F filing for Q2 2026, filed 20 Jul 2026.