SFP
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Sandbox Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sandbox Financial 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
Q1 		$1.54M Buy
13,584
+127
+0.9% +$15.3K 0.43% 39
2025
Q4 		$1.66M Buy
13,457
+64
+0.5% +$7.83K 0.46% 39
2025
Q3 		$1.62M Sell
13,393
-282
-2% -$32.4K 0.46% 42
2025
Q2 		$1.51M Buy
13,675
+16
+0.1% +$1.58K 0.47% 42
2025
Q1 		$1.27M Sell
13,659
-137
-1% -$13.8K 0.45% 41
2024
Q4 		$1.4M Sell
13,796
-77
-0.6% -$7.68K 0.47% 39
2024
Q3 		$1.33M Sell
13,873
-35
-0.3% -$3.23K 0.47% 39
2024
Q2 		$1.29M Buy
13,908
+80
+0.6% +$6.9K 0.49% 37
2024
Q1 		$1.17M Sell
13,828
-241
-2% -$19.4K 0.49% 37
2023
Q4 		$1.06M Sell
14,069
-193
-1% -$13.7K 0.5% 31
2023
Q3 		$976K Buy
14,262
+223
+2% +$15.8K 0.52% 34
2023
Q2 		$989K Buy
14,039
+218
+2% +$14.4K 0.52% 28
2023
Q1 		$883K Buy
13,821
+78
+0.6% +$4.77K 0.53% 28
2022
Q4 		$804K Sell
13,743
-2,314
-14% -$139K 0.56% 27
2022
Q3 		$929K Sell
16,057
-2,119
-12% -$138K 0.68% 22
2022
Q2 		$1.1M Buy
18,176
+623
+4% +$41.2K 0.78% 21
2022
Q1 		$1.34M Sell
17,553
-142
-0.8% -$10.7K 0.77% 23
2021
Q4 		$1.48M Buy
17,695
+431
+2% +$34.7K 0.93% 18
2021
Q3 		$1.28M Sell
17,264
-5,298
-23% -$404K 0.91% 23
2021
Q2 		$1.64M Buy
22,562
+382
+2% +$26.4K 1.22% 16
2021
Q1 		$1.49M Buy
22,180
+188
+0.9% +$12.2K 1.22% 16
2020
Q4 		$1.4M Buy
+21,992
New +$1.33M 1.28% 15

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sandbox Financial Partners's IVW Position: Q1 2026 in Review

Sandbox Financial Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 0.94% in Q1 2026, buying an estimated $15.3K and bringing the position to 13,584 shares worth $1.54M. The position accounts for 0.43% of the portfolio, ranked #39.

Sandbox Financial Partners first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.66M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Sandbox Financial Partners held 13,584 shares of iShares S&P 500 Growth ETF worth $1.54M as of Q1 2026.
  • Sandbox Financial Partners bought 127 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $15.3K.
  • iShares S&P 500 Growth ETF made up 0.43% of Sandbox Financial Partners's portfolio in Q1 2026, its #39 holding.
  • Sandbox Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's iShares S&P 500 Growth ETF position peaked at $1.66M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.