Sanchez Gaunt Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sanchez Gaunt Capital Management’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	$2.48M	Sell	18,004 -52	-0.3%	-$6.87K	1.38%	15
2026 Q1	$2.04M	Buy	+18,056	New	+$2.17M	1.28%	17

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

Sanchez Gaunt Capital Management's IVW Position: Q2 2026 in Review

Sanchez Gaunt Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.29% in Q2 2026, selling an estimated $6.87K and leaving 18,004 shares worth $2.48M. The position accounts for 1.38% of the portfolio, ranked #15.

Sanchez Gaunt Capital Management first reported a position in IVW in Q1 2026 and has held it in 2 quarters since. 2,122 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sanchez Gaunt Capital Management held 18,004 shares of iShares S&P 500 Growth ETF worth $2.48M as of Q2 2026.
Sanchez Gaunt Capital Management sold 52 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $6.87K.
iShares S&P 500 Growth ETF made up 1.38% of Sanchez Gaunt Capital Management's portfolio in Q2 2026, its #15 holding.
Sanchez Gaunt Capital Management first reported a position in iShares S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
2,122 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sanchez Gaunt Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.