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Cooper Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cooper Financial 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
Q2 		$1.49M Buy
10,864
+80
+0.7% +$10.6K 0.12% 125
2026
Q1 		$1.22M Buy
10,784
+28
+0.3% +$3.37K 0.12% 130
2025
Q4 		$1.33M Sell
10,756
-1,068
-9% -$131K 0.14% 117
2025
Q3 		$1.43M Sell
11,824
-409
-3% -$47K 0.16% 101
2025
Q2 		$1.35M Sell
12,233
-11,522
-49% -$1.14M 0.16% 112
2025
Q1 		$2.21M Buy
23,755
+6,454
+37% +$651K 0.29% 66
2024
Q4 		$1.76M Buy
17,301
+4,035
+30% +$403K 0.21% 90
2024
Q3 		$1.27M Buy
13,266
+7,256
+121% +$670K 0.16% 107
2024
Q2 		$556K Buy
6,010
+1,222
+26% +$105K 0.08% 209
2024
Q1 		$404K Buy
4,788
+464
+11% +$37.3K 0.07% 249
2023
Q4 		$325K Sell
4,324
-613
-12% -$43.6K 0.06% 261
2023
Q3 		$338K Buy
4,937
+1,949
+65% +$138K 0.08% 247
2023
Q2 		$211K Buy
+2,988
New +$198K 0.05% 296
2023
Q1 		– Sell
-5,436
Closed -$318K – 312
2022
Q4 		$318K Buy
5,436
+1,859
+52% +$112K 0.1% 212
2022
Q3 		$207K Buy
+3,577
New +$232K 0.07% 241
2022
Q2 		– Sell
-3,344
Closed -$255K – 266
2022
Q1 		$255K Buy
3,344
+168
+5% +$12.6K 0.1% 200
2021
Q4 		$266K Sell
3,176
-6,320
-67% -$509K 0.1% 189
2021
Q3 		$702K Buy
9,496
+20
+0.2% +$1.52K 0.15% 101
2021
Q2 		$689K Sell
9,476
-396
-4% -$27.4K 0.14% 99
2021
Q1 		$643K Sell
9,872
-16,243
-62% -$1.05M 0.15% 99
2020
Q4 		$1.67M Buy
26,115
+16,639
+176% +$1.01M 0.34% 48
2020
Q3 		$547K Hold
9,476
– – 0.16% 95
2020
Q2 		$492K Sell
9,476
-684
-7% -$32.8K 0.16% 91
2020
Q1 		$419K Sell
10,160
-1,840
-15% -$87K 0.17% 81
2019
Q4 		$581K Sell
12,000
-8,480
-41% -$393K 0.23% 67
2019
Q3 		$922K Buy
20,480
+8,484
+71% +$384K 0.42% 38
2019
Q2 		$538K Buy
11,996
+1,008
+9% +$44.3K 0.26% 60
2019
Q1 		$474K Sell
10,988
-2,504
-19% -$103K 0.26% 57
2018
Q4 		$508K Buy
+13,492
New +$546K 0.34% 47

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cooper Financial Group's IVW Position: Q2 2026 in Review

Cooper Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.74% in Q2 2026, buying an estimated $10.6K and bringing the position to 10,864 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #125.

Cooper Financial Group first reported a position in IVW in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.21M in Q1 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Cooper Financial Group held 10,864 shares of iShares S&P 500 Growth ETF worth $1.49M as of Q2 2026.
  • Cooper Financial Group bought 80 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $10.6K.
  • iShares S&P 500 Growth ETF made up 0.12% of Cooper Financial Group's portfolio in Q2 2026, its #125 holding.
  • Cooper Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Cooper Financial Group's iShares S&P 500 Growth ETF position peaked at $2.21M in Q1 2025.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.