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

Cornerstone Wealth 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 Q3	$550K	Hold	3,864	–	–	0.12%	33
2026 Q2	$531K	Hold	3,864	–	–	0.11%	32
2026 Q1	$437K	Hold	3,864	–	–	0.1%	32
2025 Q4	$476K	Hold	3,864	–	–	0.11%	34
2025 Q3	$466K	Sell	3,864 -25	-0.6%	-$2.88K	0.11%	33
2025 Q2	$428K	Hold	3,889	–	–	0.11%	34
2025 Q1	$361K	Hold	3,889	–	–	0.1%	34
2024 Q4	$395K	Buy	3,889 +39	+1%	+$3.89K	0.11%	33
2024 Q3	$369K	Hold	3,850	–	–	0.1%	34
2024 Q2	$356K	Hold	3,850	–	–	0.11%	34
2024 Q1	$325K	Hold	3,850	–	–	0.1%	35
2023 Q4	$289K	Hold	3,850	–	–	0.09%	36
2023 Q3	$263K	Hold	3,850	–	–	0.09%	39
2023 Q2	$271K	Hold	3,850	–	–	0.09%	39
2023 Q1	$246K	Hold	3,850	–	–	0.09%	39
2022 Q4	$225K	Hold	3,850	–	–	0.09%	41
2022 Q3	$223K	Hold	3,850	–	–	0.09%	39
2022 Q2	$232K	Hold	3,850	–	–	0.09%	38
2022 Q1	$294K	Hold	3,850	–	–	0.1%	37
2021 Q4	$322K	Sell	3,850 -150	-4%	-$12.1K	0.11%	35
2021 Q3	$296K	Hold	4,000	–	–	0.1%	35
2021 Q2	$292K	Hold	4,000	–	–	0.1%	34
2021 Q1	$260K	Buy	+4,000	New	+$259K	0.1%	33

Other funds holding IVW

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Cornerstone Wealth Advisors's IVW Position: Q3 2026 in Review

Cornerstone Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,864 shares worth $550K. The position accounts for 0.12% of the portfolio, ranked #33.

Cornerstone Wealth Advisors first reported a position in IVW in Q1 2021 and has held it in 23 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Cornerstone Wealth Advisors held 3,864 shares of iShares S&P 500 Growth ETF worth $550K as of Q3 2026.
Cornerstone Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.12% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #33 holding.
Cornerstone Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 23 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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