Jackson Square Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Jackson Square Capital’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	$201K	Buy	+1,460	New	+$193K	0.03%	137
2020 Q4	–	Sell	-1,540	Closed	-$89K	–	240
2020 Q3	$89K	Sell	1,540 -380	-20%	-$21.5K	0.04%	162
2020 Q2	$100K	Hold	1,920	–	–	0.05%	136
2020 Q1	$79K	Hold	1,920	–	–	0.06%	100
2019 Q4	$93K	Buy	+1,920	New	+$89K	0.05%	124

Other funds holding IVW

PAS

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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Jackson Square Capital's IVW Position: Q2 2026 in Review

Jackson Square Capital opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,460 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #137 among its holdings. This is a return to the name: Jackson Square Capital previously reported a position in IVW as recently as Q3 2020.

Jackson Square Capital first reported a position in IVW in Q4 2019 and has held it in 5 quarters since. 553 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Jackson Square Capital held 1,460 shares of iShares S&P 500 Growth ETF worth $201K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Jackson Square Capital position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of Jackson Square Capital's portfolio in Q2 2026, its #137 holding.
Jackson Square Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 5 quarters since.
553 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.