Cornerstone Advisors (Washington)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$47K	Hold	812	–	–	0.01%	266
2020 Q2	$42K	Hold	812	–	–	﹤0.01%	283
2020 Q1	$34K	Hold	812	–	–	﹤0.01%	270
2019 Q4	$39K	Buy	812 +8	+1%	+$371	﹤0.01%	269
2019 Q3	$36K	Hold	804	–	–	﹤0.01%	264
2019 Q2	$36K	Buy	804 +4	+0.5%	+$176	﹤0.01%	488
2019 Q1	$35K	Buy	+800	New	+$32.8K	﹤0.01%	474
2016 Q1	–	Sell	-1,876	Closed	-$54K	–	897
2015 Q4	$54K	Hold	1,876	–	–	0.06%	165
2015 Q3	$51K	Buy	+1,876	New	+$53.3K	0.04%	173

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Cornerstone Advisors (Washington)'s IVW Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2020 at 812 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #266.

Cornerstone Advisors (Washington) first reported a position in IVW in Q3 2015 and has held it in 9 quarters since. The position peaked at $54K in Q4 2015. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

Cornerstone Advisors (Washington) held 812 shares of iShares S&P 500 Growth ETF worth $47K as of Q3 2020.
Cornerstone Advisors (Washington) left its iShares S&P 500 Growth ETF share count unchanged in Q3 2020.
iShares S&P 500 Growth ETF made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #266 holding.
Cornerstone Advisors (Washington) first reported a position in iShares S&P 500 Growth ETF in Q3 2015 and has held it in 9 quarters since.
Cornerstone Advisors (Washington)'s iShares S&P 500 Growth ETF position peaked at $54K in Q4 2015.
1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.