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IVW icon

Sapient Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sapient Capital’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 		$7.69M Hold
55,941
– – 0.1% 95
2026
Q1 		$6.33M Sell
55,941
-18,464
-25% -$2.22M 0.1% 107
2025
Q4 		$9.24M Buy
74,405
+7,866
+12% +$963K 0.13% 94
2025
Q3 		$8M Hold
66,539
– – 0.12% 96
2025
Q2 		$7.33M Sell
66,539
-39
-0.1% -$3.86K 0.13% 95
2025
Q1 		$6.18M Buy
66,578
+385
+0.6% +$38.8K 0.12% 97
2024
Q4 		$6.72M Sell
66,193
-73
-0.1% -$7.28K 0.13% 93
2024
Q3 		$6.34M Sell
66,266
-28
-0% -$2.58K 0.13% 89
2024
Q2 		$6.13M Sell
66,294
-3
-0% -$259 0.13% 89
2024
Q1 		$5.6M Buy
66,297
+4,293
+7% +$345K 0.12% 97
2023
Q4 		$4.66M Buy
+62,004
New +$4.41M 0.12% 97

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sapient Capital's IVW Position: Q2 2026 in Review

Sapient Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 55,941 shares worth $7.69M. The position accounts for 0.1% of the portfolio, ranked #95.

Sapient Capital first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.24M in Q4 2025. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Sapient Capital held 55,941 shares of iShares S&P 500 Growth ETF worth $7.69M as of Q2 2026.
  • Sapient Capital left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.1% of Sapient Capital's portfolio in Q2 2026, its #95 holding.
  • Sapient Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Sapient Capital's iShares S&P 500 Growth ETF position peaked at $9.24M in Q4 2025.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.