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 Q3	$12.4M	Buy	87,199 +2,767	+3%	+$384K	0.31%	30
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SigFig Wealth Management's IVW Position: Q3 2026 in Review

SigFig Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q3 2026, buying an estimated $384K and bringing the position to 87,199 shares worth $12.4M. The position accounts for 0.31% of the portfolio, ranked #30.

SigFig Wealth Management first reported a position in IVW in Q1 2022 and has held it in 14 quarters since. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

SigFig Wealth Management held 87,199 shares of iShares S&P 500 Growth ETF worth $12.4M as of Q3 2026.
SigFig Wealth Management bought 2,767 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $384K.
iShares S&P 500 Growth ETF made up 0.31% of SigFig Wealth Management's portfolio in Q3 2026, its #30 holding.
SigFig Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 14 quarters since.
126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.