IVW IShares S&P 500 Growth Index

Ownership history in First County Bank /CT/  ·  12 quarters on record

AI Ownership Summary

First County Bank /CT/ reported IShares S&P 500 Growth Index (IVW) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.87% in 2024 Q1. The latest visible filing shows IVW at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First County Bank /CT/'s position in IShares S&P 500 Growth Index, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IVW was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First County Bank /CT/ held IVW — position size vs. price
% of Fund (quarterly)    IVW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5,878 -793 -11.9% 0.35% $665K 2026-05-15 (Est.) $114.66
2025 Q4 UNCHANGED 6,671 0% 0.43% $822K 2026-01-14 $123.30
2025 Q3 REDUCED 6,671 -42 -0.6% 0.41% $805K 2025-10-08 $121.77
2025 Q2 REDUCED 6,713 -859 -11.3% 0.40% $739K 2025-07-17 $111.98
2025 Q1 REDUCED 7,572 -3,135 -29.3% 0.39% $703K 2025-04-07 $83.70
2024 Q4 REDUCED 10,707 -2,299 -17.7% 0.61% $1.1M 2025-01-07 $101.87
2024 Q3 REDUCED 13,006 -125 -1.0% 0.61% $1.2M 2024-11-12 $100.42
2024 Q2 REDUCED 13,131 -7,874 -37.5% 0.62% $1.2M 2024-08-15 $91.82
2024 Q1 ADDED 21,005 +375 +1.8% 0.87% $1.8M 2024-05-14 $84.50
2023 Q4 REDUCED 20,630 -241 -1.2% 0.75% $1.5M 2024-02-14 $80.67
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First County Bank /CT/ and IVW

These are the practical questions this page is built to answer before you even open the full history table.

How long has First County Bank /CT/ reported owning IVW?

First County Bank /CT/ reported IVW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IVW position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for IVW was 0.87% in 2024 Q1.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 5,878 shares, equal to 0.35% of portfolio, with an estimated market value of $665K.

What does the chart on this IVW ownership page compare?

The chart compares First County Bank /CT/'s quarterly IVW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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