SageView Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

SageView Advisory 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
2025 Q4	$941K	Sell	7,633 -1,166	-13%	-$143K	0.03%	264
2025 Q3	$1.06M	Sell	8,799 -9	-0.1%	-$1.03K	0.04%	262
2025 Q2	$1.01M	Buy	8,808 +158	+2%	+$15.6K	0.04%	240
2025 Q1	$803K	Buy	8,650 +2	+0%	+$202	0.03%	257
2024 Q4	$878K	Buy	8,648 +3,658	+73%	+$365K	0.04%	238
2024 Q3	$478K	Sell	4,990 -3,990	-44%	-$368K	0.02%	306
2024 Q2	$831K	Sell	8,980 -99,249	-92%	-$8.56M	0.04%	251
2024 Q1	$13.8M	Buy	108,229 +97,720	+930%	+$7.85M	0.69%	18
2023 Q4	$829K	Buy	10,509 +5,546	+112%	+$395K	0.04%	286
2023 Q3	$340K	Sell	4,963 -3,415	-41%	-$242K	0.02%	400
2023 Q2	$590K	Buy	8,378 +1,662	+25%	+$110K	0.03%	322
2023 Q1	$429K	Sell	6,716 -3,148	-32%	-$192K	0.03%	331
2022 Q4	$577K	Buy	+9,864	New	+$592K	0.05%	223

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

SageView Advisory Group's IVW Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q4 2025, selling an estimated $143K and leaving 7,633 shares worth $941K. The position accounts for 0.03% of the portfolio, ranked #264.

SageView Advisory Group first reported a position in IVW in Q4 2022 and has held it in 13 quarters since. The position peaked at $13.8M in Q1 2024. 2,069 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

SageView Advisory Group held 7,633 shares of iShares S&P 500 Growth ETF worth $941K as of Q4 2025.
SageView Advisory Group sold 1,166 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $143K.
iShares S&P 500 Growth ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #264 holding.
SageView Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's iShares S&P 500 Growth ETF position peaked at $13.8M in Q1 2024.
2,069 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.