Loomis, Sayles & Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

Loomis, Sayles & 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	$624K	Sell	4,540 -1,004	-18%	-$133K	﹤0.01%	519
2026 Q1	$627K	Buy	5,544 +2,209	+66%	+$266K	﹤0.01%	517
2025 Q4	$411K	Hold	3,335	–	–	﹤0.01%	516
2025 Q3	$403K	Buy	3,335 +834	+33%	+$95.9K	﹤0.01%	497
2025 Q2	$275K	Hold	2,501	–	–	﹤0.01%	516
2025 Q1	$232K	Buy	2,501 +797	+47%	+$80.3K	﹤0.01%	518
2024 Q4	$173K	Buy	1,704 +1,696	+21,200%	+$169K	﹤0.01%	532
2024 Q3	$1K	Sell	8 -129	-94%	-$11.9K	﹤0.01%	689
2024 Q2	$13K	Sell	137 -1,084	-89%	-$93.5K	﹤0.01%	677
2024 Q1	$103K	Buy	1,221 +1,084	+791%	+$87.1K	﹤0.01%	540
2023 Q4	$10K	Buy	+137	New	+$9.75K	﹤0.01%	783
2022 Q4	–	Sell	-548	Closed	-$32K	–	918
2022 Q3	$32K	Buy	548 +518	+1,727%	+$33.7K	﹤0.01%	593
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	842
2022 Q1	$2K	Buy	+30	New	+$2.25K	﹤0.01%	947
2020 Q4	–	Sell	-2,568	Closed	-$148K	–	815
2020 Q3	$148K	Hold	2,568	–	–	﹤0.01%	519
2020 Q2	$133K	Hold	2,568	–	–	﹤0.01%	516
2020 Q1	$106K	Buy	+2,568	New	+$121K	﹤0.01%	531
2016 Q4	–	Sell	-49,800	Closed	-$1.51M	–	1064
2016 Q3	$1.51M	Buy	+49,800	New	+$1.51M	﹤0.01%	573

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

Loomis, Sayles & Company's IVW Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its iShares S&P 500 Growth ETF (IVW) stake by 18% in Q2 2026, selling an estimated $133K and leaving 4,540 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Loomis, Sayles & Company first reported a position in IVW in Q3 2016 and has held it in 18 quarters since. The position peaked at $1.51M in Q3 2016. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Loomis, Sayles & Company held 4,540 shares of iShares S&P 500 Growth ETF worth $624K as of Q2 2026.
Loomis, Sayles & Company sold 1,004 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $133K.
iShares S&P 500 Growth ETF made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #519 holding.
Loomis, Sayles & Company first reported a position in iShares S&P 500 Growth ETF in Q3 2016 and has held it in 18 quarters since.
Loomis, Sayles & Company's iShares S&P 500 Growth ETF position peaked at $1.51M in Q3 2016.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.