UMB Bank’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 | $21.2M | Sell |
154,322
-12,327
| -7% | -$1.63M | 0.27% | 75 |
|
|
2026
Q1 | $18.8M | Sell |
166,649
-12,034
| -7% | -$1.45M | 0.26% | 76 |
|
|
2025
Q4 | $22M | Buy |
178,683
+1,238
| +0.7% | +$152K | 0.29% | 70 |
|
|
2025
Q3 | $21.4M | Sell |
177,445
-7,075
| -4% | -$814K | 0.32% | 62 |
|
|
2025
Q2 | $20.3M | Sell |
184,520
-9,437
| -5% | -$934K | 0.32% | 61 |
|
|
2025
Q1 | $18M | Sell |
193,957
-5,865
| -3% | -$591K | 0.3% | 67 |
|
|
2024
Q4 | $20.3M | Buy |
199,822
+1,339
| +0.7% | +$134K | 0.32% | 62 |
|
|
2024
Q3 | $19M | Sell |
198,483
-3,064
| -2% | -$283K | 0.3% | 70 |
|
|
2024
Q2 | $18.7M | Sell |
201,547
-11,479
| -5% | -$990K | 0.31% | 68 |
|
|
2024
Q1 | $18M | Sell |
213,026
-9,310
| -4% | -$748K | 0.28% | 71 |
|
|
2023
Q4 | $16.7M | Sell |
222,336
-6,230
| -3% | -$443K | 0.24% | 84 |
|
|
2023
Q3 | $15.6M | Buy |
228,566
+281
| +0.1% | +$19.9K | 0.25% | 86 |
|
|
2023
Q2 | $16.1M | Sell |
228,285
-2,713
| -1% | -$179K | 0.24% | 86 |
|
|
2023
Q1 | $14.8M | Sell |
230,998
-15,449
| -6% | -$944K | 0.24% | 95 |
|
|
2022
Q4 | $14.4M | Sell |
246,447
-5,369
| -2% | -$322K | 0.23% | 96 |
|
|
2022
Q3 | $14.6M | Sell |
251,816
-24,945
| -9% | -$1.62M | 0.25% | 89 |
|
|
2022
Q2 | $16.7M | Sell |
276,761
-5,932
| -2% | -$393K | 0.26% | 90 |
|
|
2022
Q1 | $21.6M | Sell |
282,693
-5,340
| -2% | -$401K | 0.29% | 82 |
|
|
2021
Q4 | $24.1M | Sell |
288,033
-19,249
| -6% | -$1.55M | 0.3% | 78 |
|
|
2021
Q3 | $22.7M | Buy |
307,282
+25,439
| +9% | +$1.94M | 0.51% | 47 |
|
|
2021
Q2 | $20.5M | Sell |
281,843
-5,375
| -2% | -$372K | 0.47% | 56 |
|
|
2021
Q1 | $18.7M | Buy |
287,218
+23,875
| +9% | +$1.54M | 0.46% | 58 |
|
|
2020
Q4 | $16.8M | Sell |
263,343
-74,333
| -22% | -$4.51M | 0.45% | 59 |
|
|
2020
Q3 | $17.5M | Hold |
337,676
| – | – | 0.54% | 52 |
|
|
2020
Q2 | $17.5M | Sell |
337,676
-57,048
| -14% | -$2.73M | 0.54% | 52 |
|
|
2020
Q1 | $16.3M | Sell |
394,724
-19,200
| -5% | -$908K | 0.58% | 51 |
|
|
2019
Q4 | $20M | Sell |
413,924
-22,180
| -5% | -$1.03M | 0.55% | 55 |
|
|
2019
Q3 | $19.6K | Sell |
436,104
-19,716
| -4% | -$892K | 0.47% | 54 |
|
|
2019
Q2 | $20.4K | Sell |
455,820
-20,024
| -4% | -$881K | 0.5% | 51 |
|
|
2019
Q1 | $20.5M | Sell |
475,844
-7,492
| -2% | -$307K | 0.63% | 51 |
|
|
2018
Q4 | $18.2K | Buy |
483,336
+13,232
| +3% | +$535K | 0.56% | 49 |
|
|
2018
Q3 | $20.8M | Sell |
470,104
-10,668
| -2% | -$458K | 0.62% | 50 |
|
|
2018
Q2 | $19.5M | Buy |
480,772
+1,492
| +0.3% | +$59.9K | 0.62% | 48 |
|
|
2018
Q1 | $18.6M | Sell |
479,280
-6,012
| -1% | -$240K | 0.6% | 52 |
|
|
2017
Q4 | $18.5M | Sell |
485,292
-17,536
| -3% | -$655K | 0.6% | 52 |
|
|
2017
Q3 | $18M | Sell |
502,828
-2,928
| -0.6% | -$103K | 0.62% | 48 |
|
|
2017
Q2 | $17.3M | Sell |
505,756
-2,972
| -0.6% | -$101K | 0.61% | 53 |
|
|
2017
Q1 | $16.7M | Buy |
508,728
+54,264
| +12% | +$1.74M | 0.59% | 53 |
|
|
2016
Q4 | $13.8M | Buy |
454,464
+67,540
| +17% | +$2.04M | 0.51% | 60 |
|
|
2016
Q3 | $11.8M | Buy |
386,924
+1,088
| +0.3% | +$33K | 0.47% | 61 |
|
|
2016
Q2 | $11.2M | Buy |
385,836
+64,356
| +20% | +$1.87M | 0.47% | 63 |
|
|
2016
Q1 | $9.31M | Buy |
321,480
+142,776
| +80% | +$3.93M | 0.4% | 65 |
|
|
2015
Q4 | $5.17M | Buy |
+178,704
| New | +$5.2M | 0.23% | 95 |
|
Other funds holding IVW
UMB Bank's IVW Position: Q2 2026 in Review
UMB Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.4% in Q2 2026, selling an estimated $1.63M and leaving 154,322 shares worth $21.2M. The position accounts for 0.27% of the portfolio, ranked #75.
UMB Bank first reported a position in IVW in Q4 2015 and has held it in 43 quarters since. The position peaked at $24.1M in Q4 2021. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- UMB Bank held 154,322 shares of iShares S&P 500 Growth ETF worth $21.2M as of Q2 2026.
- UMB Bank sold 12,327 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.63M.
- iShares S&P 500 Growth ETF made up 0.27% of UMB Bank's portfolio in Q2 2026, its #75 holding.
- UMB Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 43 quarters since.
- UMB Bank's iShares S&P 500 Growth ETF position peaked at $24.1M in Q4 2021.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.