Cornerstone Planning Group
IVW icon

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
Q3 		$9.49M Buy
65,333
+1,267
+2% +$176K 1.17% 21
2026
Q2 		$8.71M Buy
64,066
+6,797
+12% +$898K 1.1% 20
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

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cornerstone Planning Group's IVW Position: Q3 2026 in Review

Cornerstone Planning Group increased its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q3 2026, buying an estimated $176K and bringing the position to 65,333 shares worth $9.49M. The position accounts for 1.17% of the portfolio, ranked #21.

Cornerstone Planning Group first reported a position in IVW in Q2 2023 and has held it in 14 quarters since. 492 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Cornerstone Planning Group held 65,333 shares of iShares S&P 500 Growth ETF worth $9.49M as of Q3 2026.
  • Cornerstone Planning Group bought 1,267 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $176K.
  • iShares S&P 500 Growth ETF made up 1.17% of Cornerstone Planning Group's portfolio in Q3 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 14 quarters since.
  • 492 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.