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

Trust Company of Toledo’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 		$699K Buy
5,081
+51
+1% +$6.73K 0.06% 208
2026
Q1 		$569K Buy
5,030
+123
+3% +$14.8K 0.05% 210
2025
Q4 		$605K Buy
4,907
+40
+0.8% +$4.9K 0.06% 202
2025
Q3 		$588K Hold
4,867
– – 0.06% 205
2025
Q2 		$536K Buy
+4,867
New +$482K 0.06% 205

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
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
JC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Trust Company of Toledo increased its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q2 2026, buying an estimated $6.73K and bringing the position to 5,081 shares worth $699K. The position accounts for 0.06% of the portfolio, ranked #208.

Trust Company of Toledo first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Trust Company of Toledo held 5,081 shares of iShares S&P 500 Growth ETF worth $699K as of Q2 2026.
  • Trust Company of Toledo bought 51 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $6.73K.
  • iShares S&P 500 Growth ETF made up 0.06% of Trust Company of Toledo's portfolio in Q2 2026, its #208 holding.
  • Trust Company of Toledo first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.