Cornell Pochily Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cornell Pochily Investment 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	$2.74M	Buy	19,914 +802	+4%	+$106K	0.74%	33
2026 Q1	$2.16M	Buy	19,112 +592	+3%	+$71.2K	0.64%	45
2025 Q4	$2.28M	Buy	18,520 +3	+0%	+$367	0.66%	41
2025 Q3	$2.24M	Buy	18,517 +12	+0.1%	+$1.38K	0.67%	40
2025 Q2	$2.04M	Buy	18,505 +3	+0%	+$297	0.67%	45
2025 Q1	$1.72M	Sell	18,502 -938	-5%	-$94.6K	0.6%	49
2024 Q4	$1.97M	Sell	19,440 -517	-3%	-$51.6K	0.69%	39
2024 Q3	$1.91M	Buy	19,957 +372	+2%	+$34.3K	0.66%	38
2024 Q2	$1.81M	Buy	19,585 +21	+0.1%	+$1.81K	0.69%	39
2024 Q1	$1.65M	Buy	19,564 +152	+0.8%	+$12.2K	0.66%	46
2023 Q4	$1.46M	Sell	19,412 -868	-4%	-$61.8K	0.6%	50
2023 Q3	$1.39M	Sell	20,280 -6,681	-25%	-$473K	0.6%	49
2023 Q2	$1.9M	Sell	26,961 -796	-3%	-$52.6K	0.78%	30
2023 Q1	$1.77M	Sell	27,757 -1,053	-4%	-$64.4K	0.76%	34
2022 Q4	$1.69M	Buy	28,810 +78	+0.3%	+$4.68K	0.75%	35
2022 Q3	$1.66M	Sell	28,732 -870	-3%	-$56.5K	0.73%	33
2022 Q2	$1.79M	Sell	29,602 -5,808	-16%	-$384K	0.8%	34
2022 Q1	$2.71M	Buy	35,410 +5,812	+20%	+$437K	1.05%	26
2021 Q4	$2.48M	Buy	29,598 +352	+1%	+$28.4K	0.96%	30
2021 Q3	$2.16M	Buy	29,246 +2,084	+8%	+$159K	0.94%	32
2021 Q2	$1.98M	Sell	27,162 -603	-2%	-$41.7K	0.87%	35
2021 Q1	$1.81M	Buy	27,765 +1,630	+6%	+$105K	0.87%	33
2020 Q4	$1.67M	Buy	26,135 +3,119	+14%	+$189K	0.8%	36
2020 Q3	$1.33M	Sell	23,016 -72	-0.3%	-$4.08K	0.76%	37
2020 Q2	$1.2M	Buy	23,088 +1,004	+5%	+$48.1K	0.74%	39
2020 Q1	$911K	Buy	22,084 +1,424	+7%	+$67.3K	0.68%	44
2019 Q4	$1M	Buy	20,660 +248	+1%	+$11.5K	0.6%	46
2019 Q3	$919K	Sell	20,412 -1,436	-7%	-$65K	0.59%	50
2019 Q2	$979K	Buy	21,848 +368	+2%	+$16.2K	0.25%	54
2019 Q1	$925K	Sell	21,480 -3,196	-13%	-$131K	0.63%	45
2018 Q4	$929K	Buy	24,676 +2,432	+11%	+$98.4K	0.6%	46
2018 Q3	$985K	Buy	22,244 +1,308	+6%	+$56.2K	0.67%	42
2018 Q2	$851K	Buy	20,936 +948	+5%	+$38.1K	0.59%	46
2018 Q1	$775K	Buy	19,988 +404	+2%	+$16.1K	0.55%	57
2017 Q4	$748K	Buy	+19,584	New	+$732K	0.48%	63

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

Cornell Pochily Investment Advisors's IVW Position: Q2 2026 in Review

Cornell Pochily Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 4.2% in Q2 2026, buying an estimated $106K and bringing the position to 19,914 shares worth $2.74M. The position accounts for 0.74% of the portfolio, ranked #33.

Cornell Pochily Investment Advisors first reported a position in IVW in Q4 2017 and has held it in 35 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Cornell Pochily Investment Advisors held 19,914 shares of iShares S&P 500 Growth ETF worth $2.74M as of Q2 2026.
Cornell Pochily Investment Advisors bought 802 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $106K.
iShares S&P 500 Growth ETF made up 0.74% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #33 holding.
Cornell Pochily Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.