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 Q3	$208K	Hold	1,460	–	–	0.03%	142
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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Jackson Square Capital's IVW Position: Q3 2026 in Review

Jackson Square Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,460 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #142.

Jackson Square Capital first reported a position in IVW in Q4 2019 and has held it in 6 quarters since. 661 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Jackson Square Capital held 1,460 shares of iShares S&P 500 Growth ETF worth $208K as of Q3 2026.
Jackson Square Capital left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.03% of Jackson Square Capital's portfolio in Q3 2026, its #142 holding.
Jackson Square Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 6 quarters since.
661 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Jackson Square Capital's 13F filing for Q3 2026, filed 19 Oct 2026.