Sagespring Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sagespring Wealth Partners’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	$40.5M	Buy	294,370 +5,822	+2%	+$769K	0.62%	31
2026 Q1	$32.6M	Sell	288,548 -21,348	-7%	-$2.57M	0.59%	32
2025 Q4	$38.2M	Buy	309,896 +26,818	+9%	+$3.28M	0.69%	28
2025 Q3	$34.2M	Buy	283,078 +18,336	+7%	+$2.11M	0.67%	28
2025 Q2	$29.1M	Buy	264,742 +71,308	+37%	+$7.06M	0.63%	30
2025 Q1	$18M	Buy	193,434 +53,751	+38%	+$5.42M	0.45%	39
2024 Q4	$14.2M	Buy	+139,683	New	+$13.9M	0.37%	42

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sagespring Wealth Partners's IVW Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q2 2026, buying an estimated $769K and bringing the position to 294,370 shares worth $40.5M. The position accounts for 0.62% of the portfolio, ranked #31.

Sagespring Wealth Partners first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sagespring Wealth Partners held 294,370 shares of iShares S&P 500 Growth ETF worth $40.5M as of Q2 2026.
Sagespring Wealth Partners bought 5,822 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $769K.
iShares S&P 500 Growth ETF made up 0.62% of Sagespring Wealth Partners's portfolio in Q2 2026, its #31 holding.
Sagespring Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.