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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
Q3 		$7.96M Hold
55,941
– – 0.11% 94
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Sapient Capital's IVW Position: Q3 2026 in Review

Sapient Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 55,941 shares worth $7.96M. The position accounts for 0.11% of the portfolio, ranked #94.

Sapient Capital first reported a position in IVW in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.24M in Q4 2025. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Sapient Capital held 55,941 shares of iShares S&P 500 Growth ETF worth $7.96M as of Q3 2026.
  • Sapient Capital left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.11% of Sapient Capital's portfolio in Q3 2026, its #94 holding.
  • Sapient Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's iShares S&P 500 Growth ETF position peaked at $9.24M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.