Trust Company of the South’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$985K Buy
7,163
+620
+9% +$81.9K 0.14% 58
2026
Q1
$740K Sell
6,543
-540
-8% -$64.9K 0.12% 64
2025
Q4
$873K Buy
7,083
+1,538
+28% +$188K 0.14% 55
2025
Q3
$669K Sell
5,545
-478
-8% -$55K 0.11% 63
2025
Q2
$663K Hold
6,023
0.12% 64
2025
Q1
$559K Hold
6,023
0.12% 69
2024
Q4
$612K Hold
6,023
0.12% 66
2024
Q3
$577K Hold
6,023
0.12% 67
2024
Q2
$557K Sell
6,023
-4,475
-43% -$386K 0.13% 68
2024
Q1
$886K Sell
10,498
-60
-0.6% -$4.82K 0.2% 51
2023
Q4
$793K Buy
+10,558
New +$752K 0.21% 51

Other funds holding IVW

Trust Company of the South's IVW Position: Q2 2026 in Review

Trust Company of the South increased its iShares S&P 500 Growth ETF (IVW) stake by 9.5% in Q2 2026, buying an estimated $81.9K and bringing the position to 7,163 shares worth $985K. The position accounts for 0.14% of the portfolio, ranked #58.

Trust Company of the South first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 1,498 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Trust Company of the South held 7,163 shares of iShares S&P 500 Growth ETF worth $985K as of Q2 2026.
  • Trust Company of the South bought 620 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $81.9K.
  • iShares S&P 500 Growth ETF made up 0.14% of Trust Company of the South's portfolio in Q2 2026, its #58 holding.
  • Trust Company of the South first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,498 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.