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SACKS & ASSOCIATES, LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$4.75M Buy
35,139
+589
+2% +$77.8K 3.21% 8
2026
Q1 		$3.91M Buy
34,550
+694
+2% +$83.5K 2.91% 11
2025
Q4 		$4.17M Buy
+33,856
New +$4.14M 3.06% 9

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's IVW Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q2 2026, buying an estimated $77.8K and bringing the position to 35,139 shares worth $4.75M. The position accounts for 3.21% of the portfolio, ranked #8.

SACKS & ASSOCIATES, LLC first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 1,408 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 35,139 shares of iShares S&P 500 Growth ETF worth $4.75M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 589 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $77.8K.
  • iShares S&P 500 Growth ETF made up 3.21% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #8 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,408 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.