Cornerstone Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cornerstone Advisory’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	$1.91M	Sell	13,893 -192	-1%	-$25.4K	0.16%	88
2026 Q1	$1.59M	Sell	14,085 -1	-0%	-$120	0.15%	88
2025 Q4	$1.74M	Sell	14,086 -75	-0.5%	-$9.18K	0.17%	80
2025 Q3	$1.71M	Buy	14,161 +11	+0.1%	+$1.26K	0.17%	78
2025 Q2	$1.56M	Sell	14,150 -178	-1%	-$17.6K	0.17%	71
2025 Q1	$1.38M	Sell	14,328 -134	-0.9%	-$13.5K	0.16%	73
2024 Q4	$1.54M	Buy	14,462 +12	+0.1%	+$1.2K	0.18%	73
2024 Q3	$1.38M	Sell	14,450 -59	-0.4%	-$5.45K	0.18%	72
2024 Q2	$1.34M	Buy	14,509 +1	+0%	+$86	0.19%	72
2024 Q1	$1.23M	Hold	14,508	–	–	0.17%	75
2023 Q4	$1.09M	Sell	14,508 -94	-0.6%	-$6.69K	0.17%	77
2023 Q3	$999K	Sell	14,602 -100	-0.7%	-$7.08K	0.17%	77
2023 Q2	$1.04M	Sell	14,702 -146	-1%	-$9.65K	0.18%	78
2023 Q1	$949K	Buy	14,848 +2	+0%	+$122	0.17%	88
2022 Q4	$868K	Buy	14,846 +5	+0%	+$300	0.17%	86
2022 Q3	$859K	Hold	14,841	–	–	0.19%	80
2022 Q2	$896K	Sell	14,841 -4,387	-23%	-$290K	0.21%	82
2022 Q1	$1.47M	Buy	19,228 +1	+0%	+$75	0.22%	77
2021 Q4	$1.61M	Sell	19,227 -538	-3%	-$43.3K	0.23%	70
2021 Q3	$1.46M	Sell	19,765 -140	-0.7%	-$10.7K	0.24%	74
2021 Q2	$1.45M	Buy	19,905 +2	+0%	+$138	0.24%	76
2021 Q1	$1.3M	Sell	19,903 -433	-2%	-$28K	0.25%	76
2020 Q4	$1.3M	Hold	20,336	–	–	0.26%	70
2020 Q3	$1.18M	Sell	20,336 -176	-0.9%	-$9.96K	0.27%	70
2020 Q2	$1.06M	Buy	20,512 +2,836	+16%	+$136K	0.28%	70
2020 Q1	$729K	Buy	17,676 +4,304	+32%	+$204K	0.22%	74
2019 Q4	$647K	Sell	13,372 -468	-3%	-$21.7K	0.13%	95
2019 Q3	$623K	Sell	13,840 -2,328	-14%	-$105K	0.13%	91
2019 Q2	$724K	Sell	16,168 -72	-0.4%	-$3.17K	0.16%	83
2019 Q1	$700K	Sell	16,240 -3,776	-19%	-$155K	0.15%	88
2018 Q4	$754K	Sell	20,016 -200	-1%	-$8.09K	0.2%	79
2018 Q3	$896K	Buy	20,216 +2,096	+12%	+$90.1K	0.27%	68
2018 Q2	$737K	Sell	18,120 -2,068	-10%	-$83.1K	0.24%	73
2018 Q1	$783K	Sell	20,188 -3,660	-15%	-$146K	0.28%	69
2017 Q4	$911K	Buy	23,848 +3,752	+19%	+$140K	0.31%	66
2017 Q3	$721K	Sell	20,096 -4,048	-17%	-$143K	0.24%	69
2017 Q2	$826K	Hold	24,144	–	–	0.28%	63
2017 Q1	$794K	Buy	24,144 +28	+0.1%	+$898	0.4%	37
2016 Q4	$734K	Buy	24,116 +72	+0.3%	+$2.17K	0.55%	34
2016 Q3	$731K	Sell	24,044 -400	-2%	-$12.1K	0.6%	26
2016 Q2	$712K	Buy	24,444 +40	+0.2%	+$1.16K	0.6%	25
2016 Q1	$707K	Sell	24,404 -304	-1%	-$8.36K	0.6%	25
2015 Q4	$715K	Buy	+24,708	New	+$718K	0.62%	26

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cornerstone Advisory's IVW Position: Q2 2026 in Review

Cornerstone Advisory reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q2 2026, selling an estimated $25.4K and leaving 13,893 shares worth $1.91M. The position accounts for 0.16% of the portfolio, ranked #88.

Cornerstone Advisory first reported a position in IVW in Q4 2015 and has held it in 43 quarters since. 1,002 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Cornerstone Advisory held 13,893 shares of iShares S&P 500 Growth ETF worth $1.91M as of Q2 2026.
Cornerstone Advisory sold 192 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $25.4K.
iShares S&P 500 Growth ETF made up 0.16% of Cornerstone Advisory's portfolio in Q2 2026, its #88 holding.
Cornerstone Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 43 quarters since.
1,002 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.