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

WhitTier 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
2026 Q2	$2.76M	Buy	20,289 +3	+0%	+$396	0.05%	210
2026 Q1	$2.34M	Sell	20,286 -1,168	-5%	-$140K	0.05%	218
2025 Q4	$2.67M	Buy	21,454 +2,796	+15%	+$342K	0.06%	205
2025 Q3	$2.26M	Buy	18,658 +2,040	+12%	+$235K	0.05%	221
2025 Q2	$1.83M	Buy	16,618 +1,451	+10%	+$144K	0.04%	250
2025 Q1	$1.41M	Buy	15,167 +11,363	+299%	+$1.15M	0.04%	263
2024 Q4	$386K	Hold	3,804	–	–	0.01%	399
2024 Q3	$364K	Hold	3,804	–	–	0.01%	395
2024 Q2	$352K	Hold	3,804	–	–	0.01%	389
2024 Q1	$321K	Hold	3,804	–	–	0.01%	395
2023 Q4	$286K	Hold	3,804	–	–	0.01%	407
2023 Q3	$260K	Hold	3,804	–	–	0.01%	417
2023 Q2	$268K	Hold	3,804	–	–	0.01%	422
2023 Q1	$243K	Hold	3,804	–	–	0.01%	431
2022 Q4	$223K	Hold	3,804	–	–	0.01%	451
2022 Q3	$220K	Hold	3,804	–	–	0.01%	451
2022 Q2	$230K	Hold	3,804	–	–	0.01%	441
2022 Q1	$291K	Hold	3,804	–	–	0.01%	418
2021 Q4	$318K	Hold	3,804	–	–	0.01%	403
2021 Q3	$281K	Buy	+3,804	New	+$290K	0.01%	410
2019 Q2	–	Sell	-2,720	Closed	-$117K	–	1000
2019 Q1	$117K	Hold	2,720	–	–	0.01%	453
2018 Q4	$102K	Buy	+2,720	New	+$110K	0.01%	453

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WhitTier Trust Company's IVW Position: Q2 2026 in Review

WhitTier Trust Company increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q2 2026, buying an estimated $396 and bringing the position to 20,289 shares worth $2.76M. The position accounts for 0.05% of the portfolio, ranked #210.

WhitTier Trust Company first reported a position in IVW in Q4 2018 and has held it in 22 quarters since. 1,248 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

WhitTier Trust Company held 20,289 shares of iShares S&P 500 Growth ETF worth $2.76M as of Q2 2026.
WhitTier Trust Company bought 3 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $396.
iShares S&P 500 Growth ETF made up 0.05% of WhitTier Trust Company's portfolio in Q2 2026, its #210 holding.
WhitTier Trust Company first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 22 quarters since.
1,248 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.