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

Cornerstone Planning 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
Q1 		$7.53M Buy
57,269
+16,198
+39% +$1.95M 1% 21
2025
Q4 		$5.16M Buy
41,071
+2,975
+8% +$364K 0.8% 25
2025
Q3 		$4.74M Buy
38,096
+36,315
+2,039% +$4.18M 0.76% 24
2025
Q2 		$201K Sell
1,781
-702
-28% -$69.5K 0.04% 84
2025
Q1 		$224K Buy
2,483
+928
+60% +$93.6K 0.05% 82
2024
Q4 		$159K Sell
1,555
-79
-5% -$7.88K 0.04% 86
2024
Q3 		$161K Sell
1,634
-671
-29% -$62K 0.04% 82
2024
Q2 		$195K Buy
2,305
+167
+8% +$14.4K 0.06% 76
2024
Q1 		$178K Buy
2,138
+305
+17% +$24.5K 0.06% 82
2023
Q4 		$138K Sell
1,833
-494
-21% -$35.2K 0.05% 103
2023
Q3 		$159K Buy
2,327
+1,538
+195% +$109K 0.06% 86
2023
Q2 		$55.6K Buy
+789
New +$52.2K 0.02% 225

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cornerstone Planning Group's IVW Position: Q1 2026 in Review

Cornerstone Planning Group increased its iShares S&P 500 Growth ETF (IVW) stake by 39% in Q1 2026, buying an estimated $1.95M and bringing the position to 57,269 shares worth $7.53M. The position accounts for 1% of the portfolio, ranked #21.

Cornerstone Planning Group first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Cornerstone Planning Group held 57,269 shares of iShares S&P 500 Growth ETF worth $7.53M as of Q1 2026.
  • Cornerstone Planning Group bought 16,198 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.95M.
  • iShares S&P 500 Growth ETF made up 1% of Cornerstone Planning Group's portfolio in Q1 2026, its #21 holding.
  • Cornerstone Planning Group first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.