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IVW icon

Sachetta’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sachetta’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 		$518K Sell
3,764
-1
-0% -$132 0.25% 58
2026
Q1 		$426K Buy
3,765
+13
+0.3% +$1.56K 0.23% 64
2025
Q4 		$462K Sell
3,752
-1,053
-22% -$129K 0.25% 58
2025
Q3 		$580K Sell
4,805
-91
-2% -$10.5K 0.22% 85
2025
Q2 		$539K Sell
4,896
-140
-3% -$13.9K 0.21% 86
2025
Q1 		$468K Sell
5,036
-1,201
-19% -$121K 0.19% 94
2024
Q4 		$633K Sell
6,237
-91
-1% -$9.08K 0.25% 79
2024
Q3 		$606K Buy
6,328
+1
+0% +$92 0.24% 81
2024
Q2 		$562K Buy
6,327
+944
+18% +$81.4K 0.24% 83
2024
Q1 		$404K Hold
5,383
– – 0.19% 95
2023
Q4 		$404K Buy
+5,383
New +$383K 0.19% 95

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
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
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Sachetta's IVW Position: Q2 2026 in Review

Sachetta reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.03% in Q2 2026, selling an estimated $132 and leaving 3,764 shares worth $518K. The position accounts for 0.25% of the portfolio, ranked #58.

Sachetta first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $633K in Q4 2024. 518 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Sachetta held 3,764 shares of iShares S&P 500 Growth ETF worth $518K as of Q2 2026.
  • Sachetta sold 1 iShares S&P 500 Growth ETF share in Q2 2026, an estimated $132.
  • iShares S&P 500 Growth ETF made up 0.25% of Sachetta's portfolio in Q2 2026, its #58 holding.
  • Sachetta first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's iShares S&P 500 Growth ETF position peaked at $633K in Q4 2024.
  • 518 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.