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

Trust Company’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
Q3 		– Sell
-48
Closed -$5.29K – 415
2025
Q2 		$5.29K Hold
48
– – ﹤0.01% 349
2025
Q1 		$4.46K Hold
48
– – ﹤0.01% 372
2024
Q4 		$4.87K Buy
+48
New +$4.79K ﹤0.01% 346
2018
Q1 		– Sell
-1,320
Closed -$50K – 364
2017
Q4 		$50K Hold
1,320
– – 0.02% 162
2017
Q3 		$47K Buy
+1,320
New +$46.5K 0.03% 141
2015
Q4 		– Sell
-460
Closed -$12K – 363
2015
Q3 		$12K Hold
460
– – 0.01% 283
2015
Q2 		$13K Sell
460
-340
-43% -$9.85K 0.01% 275
2015
Q1 		$23K Buy
+800
New +$22.7K 0.01% 196

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Trust Company's IVW Position: Q3 2025 in Review

Trust Company sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 48 shares — an estimated $5.29K sold.

Trust Company first reported a position in IVW in Q1 2015 and held it in 8 quarters. The position peaked at $50K in Q4 2017. 1,941 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

  • Trust Company reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Trust Company sold 48 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $5.29K.
  • Trust Company first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and held it in 8 quarters.
  • Trust Company's iShares S&P 500 Growth ETF position peaked at $50K in Q4 2017.
  • 1,941 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on Trust Company's 13F filing for Q3 2025, filed 6 Oct 2025.