Sage Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sage Financial Group’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	$672K	Sell	4,886 -225	-4%	-$29.7K	0.04%	71
2026 Q1	$578K	Hold	5,111	–	–	0.04%	73
2025 Q4	$630K	Sell	5,111 -525	-9%	-$64.3K	0.04%	64
2025 Q3	$680K	Buy	5,636 +74	+1%	+$8.51K	0.05%	61
2025 Q2	$612K	Hold	5,562	–	–	0.05%	61
2025 Q1	$516K	Hold	5,562	–	–	0.04%	68
2024 Q4	$565K	Hold	5,562	–	–	0.05%	62
2024 Q3	$533K	Hold	5,562	–	–	0.04%	65
2024 Q2	$515K	Hold	5,562	–	–	0.04%	64
2024 Q1	$470K	Hold	5,562	–	–	0.04%	69
2023 Q4	$418K	Hold	5,562	–	–	0.04%	73
2023 Q3	$381K	Buy	5,562 +250	+5%	+$17.7K	0.04%	72
2023 Q2	$374K	Hold	5,312	–	–	0.04%	74
2023 Q1	$339K	Hold	5,312	–	–	0.04%	78
2022 Q4	$311K	Sell	5,312 -3,000	-36%	-$180K	0.04%	79
2022 Q3	$481K	Buy	8,312 +3,000	+56%	+$195K	0.07%	58
2022 Q2	$321K	Buy	+5,312	New	+$352K	0.04%	69

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 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

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Sage Financial Group's IVW Position: Q2 2026 in Review

Sage Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.4% in Q2 2026, selling an estimated $29.7K and leaving 4,886 shares worth $672K. The position accounts for 0.04% of the portfolio, ranked #71.

Sage Financial Group first reported a position in IVW in Q2 2022 and has held it in 17 quarters since. The position peaked at $680K in Q3 2025. 541 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sage Financial Group held 4,886 shares of iShares S&P 500 Growth ETF worth $672K as of Q2 2026.
Sage Financial Group sold 225 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $29.7K.
iShares S&P 500 Growth ETF made up 0.04% of Sage Financial Group's portfolio in Q2 2026, its #71 holding.
Sage Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
Sage Financial Group's iShares S&P 500 Growth ETF position peaked at $680K in Q3 2025.
541 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.