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

VeraBank’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	$600K	Sell	4,362 -297	-6%	-$39.2K	0.1%	101
2026 Q1	$527K	Sell	4,659 -400	-8%	-$48.1K	0.1%	112
2025 Q4	$624K	Hold	5,059	–	–	0.11%	109
2025 Q3	$611K	Hold	5,059	–	–	0.11%	112
2025 Q2	$557K	Buy	+5,059	New	+$501K	0.11%	116

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VeraBank's IVW Position: Q2 2026 in Review

VeraBank reduced its iShares S&P 500 Growth ETF (IVW) stake by 6.4% in Q2 2026, selling an estimated $39.2K and leaving 4,362 shares worth $600K. The position accounts for 0.1% of the portfolio, ranked #101.

VeraBank first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. The position peaked at $624K in Q4 2025. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

VeraBank held 4,362 shares of iShares S&P 500 Growth ETF worth $600K as of Q2 2026.
VeraBank sold 297 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $39.2K.
iShares S&P 500 Growth ETF made up 0.1% of VeraBank's portfolio in Q2 2026, its #101 holding.
VeraBank first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
VeraBank's iShares S&P 500 Growth ETF position peaked at $624K in Q4 2025.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.