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

Whittier Trust’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	$3.18M	Sell	23,189 -107	-0.5%	-$14.1K	0.03%	250
2026 Q1	$2.68M	Hold	23,296	–	–	0.03%	241
2025 Q4	$2.9M	Buy	23,296 +5,270	+29%	+$645K	0.03%	239
2025 Q3	$2.18M	Sell	18,026 -1,426	-7%	-$164K	0.02%	262
2025 Q2	$2.14M	Sell	19,452 -567	-3%	-$56.1K	0.03%	288
2025 Q1	$1.86M	Hold	20,019	–	–	0.03%	291
2024 Q4	$2.03M	Sell	20,019 -22,009	-52%	-$2.2M	0.03%	275
2024 Q3	$4.02M	Hold	42,028	–	–	0.05%	224
2024 Q2	$3.89M	Hold	42,028	–	–	0.06%	216
2024 Q1	$3.55M	Sell	42,028 -340	-0.8%	-$27.3K	0.05%	225
2023 Q4	$3.18M	Sell	42,368 -1,006	-2%	-$71.6K	0.05%	233
2023 Q3	$2.97M	Buy	43,374 +622	+1%	+$44K	0.05%	238
2023 Q2	$3.01M	Sell	42,752 -47	-0.1%	-$3.11K	0.05%	238
2023 Q1	$2.73M	Sell	42,799 -50	-0.1%	-$3.06K	0.05%	245
2022 Q4	$2.51M	Hold	42,849	–	–	0.05%	252
2022 Q3	$2.48M	Buy	42,849 +330	+0.8%	+$21.4K	0.05%	239
2022 Q2	$2.57M	Buy	42,519 +3,363	+9%	+$223K	0.05%	246
2022 Q1	$2.99M	Hold	39,156	–	–	0.05%	241
2021 Q4	$3.28M	Buy	39,156 +408	+1%	+$32.9K	0.05%	234
2021 Q3	$2.86M	Hold	38,748	–	–	0.05%	239
2021 Q2	$2.82M	Buy	38,748 +3,464	+10%	+$240K	0.05%	239
2021 Q1	$2.3M	Hold	35,284	–	–	0.04%	254
2020 Q4	$2.25M	Hold	35,284	–	–	0.05%	238
2020 Q3	$2.04M	Hold	35,284	–	–	0.05%	238
2020 Q2	$1.83M	Sell	35,284 -2,040	-5%	-$97.8K	0.05%	231
2020 Q1	$1.54M	Hold	37,324	–	–	0.05%	240
2019 Q4	$1.81M	Buy	37,324 +4,000	+12%	+$185K	0.05%	242
2019 Q3	$1.5M	Buy	33,324 +1,200	+4%	+$54.3K	0.04%	261
2019 Q2	$1.44M	Sell	32,124 -34,212	-52%	-$1.5M	0.04%	258
2019 Q1	$2.86M	Buy	66,336 +5,884	+10%	+$241K	0.09%	187
2018 Q4	$2.28M	Buy	60,452 +1,208	+2%	+$48.9K	0.08%	202
2018 Q3	$2.62M	Buy	59,244 +832	+1%	+$35.8K	0.08%	201
2018 Q2	$2.38M	Sell	58,412 -500	-0.8%	-$20.1K	0.08%	210
2018 Q1	$2.28M	Buy	58,912 +16,296	+38%	+$650K	0.08%	208
2017 Q4	$1.63M	Buy	42,616 +34,728	+440%	+$1.3M	0.06%	238
2017 Q3	$283K	Buy	7,888 +500	+7%	+$17.6K	0.01%	430
2017 Q2	$253K	Hold	7,388	–	–	0.01%	433
2017 Q1	$243K	Hold	7,388	–	–	0.01%	439
2016 Q4	$225K	Hold	7,388	–	–	0.01%	446
2016 Q3	$225K	Hold	7,388	–	–	0.01%	443
2016 Q2	$215K	Hold	7,388	–	–	0.01%	440
2016 Q1	$214K	Hold	7,388	–	–	0.01%	439
2015 Q4	$214K	Hold	7,388	–	–	0.01%	450
2015 Q3	$199K	Hold	7,388	–	–	0.01%	456
2015 Q2	$210K	Hold	7,388	–	–	0.01%	470
2015 Q1	$210K	Hold	7,388	–	–	0.01%	458
2014 Q4	$206K	Hold	7,388	–	–	0.01%	439
2014 Q3	$197K	Hold	7,388	–	–	0.01%	435
2014 Q2	$194K	Sell	7,388 -540	-7%	-$13.7K	0.01%	438
2014 Q1	$198K	Hold	7,928	–	–	0.01%	441
2013 Q4	$196K	Buy	7,928 +88	+1%	+$2.07K	0.01%	435
2013 Q3	$175K	Hold	7,840	–	–	0.01%	453
2013 Q2	$165K	Buy	+7,840	New	+$166K	0.01%	454

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

Whittier Trust's IVW Position: Q2 2026 in Review

Whittier Trust reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.46% in Q2 2026, selling an estimated $14.1K and leaving 23,189 shares worth $3.18M. The position accounts for 0.03% of the portfolio, ranked #250.

Whittier Trust first reported a position in IVW in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.02M in Q3 2024. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Whittier Trust held 23,189 shares of iShares S&P 500 Growth ETF worth $3.18M as of Q2 2026.
Whittier Trust sold 107 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $14.1K.
iShares S&P 500 Growth ETF made up 0.03% of Whittier Trust's portfolio in Q2 2026, its #250 holding.
Whittier Trust first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's iShares S&P 500 Growth ETF position peaked at $4.02M in Q3 2024.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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