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

Sacks & Associates’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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sacks & Associates's IVW Position: Q2 2026 in Review

Sacks & Associates 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 first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,119 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Sacks & Associates held 35,139 shares of iShares S&P 500 Growth ETF worth $4.75M as of Q2 2026.
  • Sacks & Associates 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's portfolio in Q2 2026, its #8 holding.
  • Sacks & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,119 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.