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Sax Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sax Wealth Advisors’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 		$1.79M Buy
15,805
+4,046
+34% +$534K 0.07% 161
2026
Q1 		$1.45M Hold
11,759
– – 0.07% 147
2025
Q4 		$1.45M Sell
11,759
-5,300
-31% -$649K 0.07% 148
2025
Q3 		$2.06M Sell
17,059
-944
-5% -$109K 0.11% 106
2025
Q2 		$1.98M Buy
18,003
+10,572
+142% +$1.05M 0.12% 101
2025
Q1 		$690K Buy
7,431
+1,640
+28% +$165K 0.05% 179
2024
Q4 		$588K Buy
5,791
+6
+0.1% +$599 0.05% 175
2024
Q3 		$554K Buy
5,785
+6
+0.1% +$554 0.05% 143
2024
Q2 		$535K Buy
5,779
+4
+0.1% +$345 0.05% 138
2024
Q1 		$488K Buy
5,775
+4
+0.1% +$321 0.06% 117
2023
Q4 		$433K Buy
5,771
+26
+0.5% +$1.85K 0.07% 129
2023
Q3 		$393K Hold
5,745
– – 0.08% 128
2023
Q2 		$405K Buy
5,745
+465
+9% +$30.7K 0.08% 127
2023
Q1 		$337K Buy
5,280
+13
+0.2% +$795 0.07% 133
2022
Q4 		$308K Buy
5,267
+150
+3% +$9.01K 0.07% 131
2022
Q3 		$296K Buy
5,117
+1
+0% +$65 0.08% 129
2022
Q2 		$309K Buy
5,116
+7
+0.1% +$463 0.08% 130
2022
Q1 		$390K Buy
5,109
+7
+0.1% +$526 0.09% 121
2021
Q4 		$427K Sell
5,102
-4,653
-48% -$375K 0.09% 122
2021
Q3 		$721K Hold
9,755
– – 0.17% 79
2021
Q2 		$709K Buy
9,755
+11
+0.1% +$761 0.24% 75
2021
Q1 		$634K Hold
9,744
– – 0.23% 79
2020
Q4 		$622K Buy
+9,744
New +$591K 0.29% 63

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
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Sax Wealth Advisors's IVW Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 34% in Q2 2026, buying an estimated $534K and bringing the position to 15,805 shares worth $1.79M. The position accounts for 0.07% of the portfolio, ranked #161.

Sax Wealth Advisors first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.06M in Q3 2025. 554 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Sax Wealth Advisors held 15,805 shares of iShares S&P 500 Growth ETF worth $1.79M as of Q2 2026.
  • Sax Wealth Advisors bought 4,046 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $534K.
  • iShares S&P 500 Growth ETF made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • Sax Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $2.06M in Q3 2025.
  • 554 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.