Sargent Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sargent Investment 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
2026 Q1	$324K	Buy	2,865 +75	+3%	+$9.02K	0.04%	197
2025 Q4	$344K	Buy	+2,790	New	+$341K	0.04%	192
2025 Q3	–	Sell	-2,790	Closed	-$319K	–	177
2025 Q2	$319K	Sell	2,790 -272	-9%	-$26.9K	0.04%	186
2025 Q1	$284K	Hold	3,062	–	–	0.05%	197
2024 Q4	$309K	Buy	+3,062	New	+$305K	0.05%	182
2022 Q2	–	Sell	-2,685	Closed	-$205K	–	197
2022 Q1	$205K	Buy	+2,685	New	+$202K	0.05%	174

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

Sargent Investment Group's IVW Position: Q1 2026 in Review

Sargent Investment Group increased its iShares S&P 500 Growth ETF (IVW) stake by 2.7% in Q1 2026, buying an estimated $9.02K and bringing the position to 2,865 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #197.

Sargent Investment Group first reported a position in IVW in Q1 2022 and has held it in 6 quarters since. The position peaked at $344K in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Sargent Investment Group held 2,865 shares of iShares S&P 500 Growth ETF worth $324K as of Q1 2026.
Sargent Investment Group bought 75 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $9.02K.
iShares S&P 500 Growth ETF made up 0.04% of Sargent Investment Group's portfolio in Q1 2026, its #197 holding.
Sargent Investment Group first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 6 quarters since.
Sargent Investment Group's iShares S&P 500 Growth ETF position peaked at $344K in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.