Cooper Financial Group
IVW icon

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
Q3 		$1.53M Sell
10,723
-141
-1% -$19.5K 0.12% 127
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Cooper Financial Group's IVW Position: Q3 2026 in Review

Cooper Financial Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q3 2026, selling an estimated $19.5K and leaving 10,723 shares worth $1.53M. The position accounts for 0.12% of the portfolio, ranked #127.

Cooper Financial Group first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.21M in Q1 2025. 1,407 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Cooper Financial Group held 10,723 shares of iShares S&P 500 Growth ETF worth $1.53M as of Q3 2026.
  • Cooper Financial Group sold 141 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $19.5K.
  • iShares S&P 500 Growth ETF made up 0.12% of Cooper Financial Group's portfolio in Q3 2026, its #127 holding.
  • Cooper Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Cooper Financial Group's iShares S&P 500 Growth ETF position peaked at $2.21M in Q1 2025.
  • 1,407 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.