Sage Mountain Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sage Mountain Advisors’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	$1.35M	Buy	11,908 +1,645	+16%	+$198K	0.09%	81
2025 Q4	$1.27M	Hold	10,263	–	–	0.07%	141
2025 Q3	$1.24M	Buy	10,263 +254	+3%	+$29.2K	0.07%	138
2025 Q2	$1.1M	Hold	10,009	–	–	0.07%	127
2025 Q1	$929K	Hold	10,009	–	–	0.07%	129
2024 Q4	$1.02M	Hold	10,009	–	–	0.07%	111
2024 Q3	$958K	Buy	10,009 +3,841	+62%	+$355K	0.08%	114
2024 Q2	$571K	Buy	6,168 +884	+17%	+$76.2K	0.05%	157
2024 Q1	$446K	Hold	5,284	–	–	0.05%	178
2023 Q4	$397K	Buy	5,284 +11	+0.2%	+$783	0.05%	158
2023 Q3	$361K	Buy	5,273 +1,441	+38%	+$102K	0.05%	159
2023 Q2	$270K	Hold	3,832	–	–	0.04%	200
2023 Q1	$245K	Hold	3,832	–	–	0.04%	200
2022 Q4	$224K	Buy	3,832 +92	+2%	+$5.52K	0.05%	143
2022 Q3	$216K	Hold	3,740	–	–	0.06%	156
2022 Q2	$226K	Hold	3,740	–	–	0.04%	402
2022 Q1	$286K	Hold	3,740	–	–	0.04%	393
2021 Q4	$313K	Hold	3,740	–	–	0.04%	429
2021 Q3	$276K	Hold	3,740	–	–	0.04%	374
2021 Q2	$272K	Hold	3,740	–	–	0.05%	333
2021 Q1	$244K	Hold	3,740	–	–	0.05%	267
2020 Q4	$239K	Buy	+3,740	New	+$227K	0.08%	156

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 Mountain Advisors's IVW Position: Q1 2026 in Review

Sage Mountain Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q1 2026, buying an estimated $198K and bringing the position to 11,908 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #81.

Sage Mountain Advisors first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Sage Mountain Advisors held 11,908 shares of iShares S&P 500 Growth ETF worth $1.35M as of Q1 2026.
Sage Mountain Advisors bought 1,645 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $198K.
iShares S&P 500 Growth ETF made up 0.09% of Sage Mountain Advisors's portfolio in Q1 2026, its #81 holding.
Sage Mountain Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.