Sage Investment Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sage Investment Advisers’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	$3.35M	Sell	24,338 -2,749	-10%	-$363K	2.25%	14
2026 Q1	$3.1M	Sell	27,087 -914	-3%	-$110K	2.3%	15
2025 Q4	$3.45M	Buy	+28,001	New	+$3.43M	2.59%	13
2024 Q3	$3.11M	Sell	32,524 -603	-2%	-$55.7K	3.26%	8
2024 Q2	$3.07M	Buy	33,127 +844	+3%	+$72.8K	3.47%	7
2024 Q1	$2.73M	Sell	32,283 -180	-0.6%	-$14.5K	3.13%	8
2023 Q4	$2.44M	Buy	32,463 +8,452	+35%	+$602K	2.96%	8
2023 Q3	$1.64M	Sell	24,011 -1,111	-4%	-$78.6K	2.25%	18
2023 Q2	$1.77M	Sell	25,122 -944	-4%	-$62.4K	2.37%	17
2023 Q1	$1.67M	Buy	26,066 +1,206	+5%	+$73.7K	2.23%	16
2022 Q4	$1.45M	Buy	24,860 +1,372	+6%	+$82.4K	2.07%	20
2022 Q3	$1.36M	Buy	23,488 +3,746	+19%	+$243K	2.15%	18
2022 Q2	$1.19M	Buy	19,742 +3,052	+18%	+$202K	1.86%	19
2022 Q1	$1.27M	Buy	16,690 +3,139	+23%	+$236K	1.69%	22
2021 Q4	$1.13M	Buy	+13,551	New	+$1.09M	1.46%	24

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Sage Investment Advisers's IVW Position: Q2 2026 in Review

Sage Investment Advisers reduced its iShares S&P 500 Growth ETF (IVW) stake by 10% in Q2 2026, selling an estimated $363K and leaving 24,338 shares worth $3.35M. The position accounts for 2.25% of the portfolio, ranked #14.

Sage Investment Advisers first reported a position in IVW in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.45M in Q4 2025. 1,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sage Investment Advisers held 24,338 shares of iShares S&P 500 Growth ETF worth $3.35M as of Q2 2026.
Sage Investment Advisers sold 2,749 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $363K.
iShares S&P 500 Growth ETF made up 2.25% of Sage Investment Advisers's portfolio in Q2 2026, its #14 holding.
Sage Investment Advisers first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 15 quarters since.
Sage Investment Advisers's iShares S&P 500 Growth ETF position peaked at $3.45M in Q4 2025.
1,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.