SigFig Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

SigFig Wealth Management’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	$11.4M	Sell	84,432 -2,907	-3%	-$384K	0.3%	31
2026 Q1	$9.88M	Buy	87,339 +4,489	+5%	+$540K	0.29%	32
2025 Q4	$10.2M	Buy	82,850 +2,015	+2%	+$247K	0.3%	40
2025 Q3	$9.71M	Sell	80,835 -4,084	-5%	-$470K	0.3%	39
2025 Q2	$9.3M	Sell	84,919 -9,561	-10%	-$946K	0.31%	43
2025 Q1	$8.74M	Buy	94,480 +254	+0.3%	+$25.6K	0.32%	37
2024 Q4	$9.65M	Sell	94,226 -4,533	-5%	-$452K	0.35%	33
2024 Q3	$9.41M	Sell	98,759 -6,553	-6%	-$605K	0.34%	33
2024 Q2	$9.75M	Buy	105,312 +42,466	+68%	+$3.66M	0.37%	33
2024 Q1	$5.31M	Buy	62,846 +38,993	+163%	+$3.13M	0.19%	52
2023 Q4	$1.79M	Buy	23,853 +873	+4%	+$62.1K	0.07%	83
2023 Q3	$1.57M	Buy	+22,980	New	+$1.63M	0.06%	84
2022 Q2	–	Sell	-97,867	Closed	-$7.59M	–	98
2022 Q1	$7.59M	Buy	+97,867	New	+$7.35M	0.36%	32

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SigFig Wealth Management's IVW Position: Q2 2026 in Review

SigFig Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q2 2026, selling an estimated $384K and leaving 84,432 shares worth $11.4M. The position accounts for 0.3% of the portfolio, ranked #31.

SigFig Wealth Management first reported a position in IVW in Q1 2022 and has held it in 13 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

SigFig Wealth Management held 84,432 shares of iShares S&P 500 Growth ETF worth $11.4M as of Q2 2026.
SigFig Wealth Management sold 2,907 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $384K.
iShares S&P 500 Growth ETF made up 0.3% of SigFig Wealth Management's portfolio in Q2 2026, its #31 holding.
SigFig Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 13 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.