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 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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Cornerstone Wealth Advisors's IVW Position: Q2 2026 in Review

Cornerstone Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,864 shares worth $531K. The position accounts for 0.11% of the portfolio, ranked #32.

Cornerstone Wealth Advisors first reported a position in IVW in Q1 2021 and has held it in 22 quarters since. 553 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Cornerstone Wealth Advisors held 3,864 shares of iShares S&P 500 Growth ETF worth $531K as of Q2 2026.
Cornerstone Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.11% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Cornerstone Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 22 quarters since.
553 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.