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

Sage Financial Management 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 Q1	$979K	Sell	8,657 -170	-2%	-$20.4K	0.3%	28
2025 Q4	$1.09M	Sell	8,827 -93	-1%	-$11.4K	0.33%	28
2025 Q3	$1.08M	Hold	8,920	–	–	0.34%	28
2025 Q2	$982K	Sell	8,920 -140	-2%	-$13.9K	0.34%	28
2025 Q1	$841K	Sell	9,060 -64	-0.7%	-$6.45K	0.31%	27
2024 Q4	$926K	Sell	9,124 -64	-0.7%	-$6.38K	0.34%	27
2024 Q3	$880K	Buy	+9,188	New	+$848K	0.34%	28
2024 Q2	–	Sell	-9,629	Closed	-$813K	–	28
2024 Q1	$813K	Sell	9,629 -49	-0.5%	-$3.94K	0.39%	28
2023 Q4	$727K	Buy	9,678 +240	+3%	+$17.1K	0.39%	28
2023 Q3	$646K	Buy	+9,438	New	+$668K	0.39%	28
2023 Q1	–	Sell	-9,438	Closed	-$552K	–	41
2022 Q4	$552K	Buy	+9,438	New	+$567K	0.39%	25

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sage Financial Management Group's IVW Position: Q1 2026 in Review

Sage Financial Management Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.9% in Q1 2026, selling an estimated $20.4K and leaving 8,657 shares worth $979K. The position accounts for 0.3% of the portfolio, ranked #28.

Sage Financial Management Group first reported a position in IVW in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Sage Financial Management Group held 8,657 shares of iShares S&P 500 Growth ETF worth $979K as of Q1 2026.
Sage Financial Management Group sold 170 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $20.4K.
iShares S&P 500 Growth ETF made up 0.3% of Sage Financial Management Group's portfolio in Q1 2026, its #28 holding.
Sage Financial Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 11 quarters since.
Sage Financial Management Group's iShares S&P 500 Growth ETF position peaked at $1.09M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.