CWG
IVW icon

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

Cornerstone Wealth 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
Q2 		$1.4M Sell
10,165
-609
-6% -$80.4K 0.08% 148
2026
Q1 		$1.37M Sell
10,774
-1,527
-12% -$184K 0.09% 143
2025
Q4 		$1.52M Sell
12,301
-357
-3% -$43.7K 0.1% 123
2025
Q3 		$1.53M Buy
12,658
+849
+7% +$97.6K 0.1% 123
2025
Q2 		$1.3M Buy
11,809
+355
+3% +$35.1K 0.1% 123
2025
Q1 		$1.06M Sell
11,454
-1,454
-11% -$147K 0.09% 133
2024
Q4 		$1.31M Sell
12,908
-131
-1% -$13.1K 0.11% 121
2024
Q3 		$1.25M Buy
13,039
+191
+1% +$17.6K 0.1% 121
2024
Q2 		$1.19M Buy
12,848
+572
+5% +$49.3K 0.11% 120
2024
Q1 		$1.04M Buy
+12,276
New +$986K 0.1% 121
2022
Q2 		– Sell
-7,274
Closed -$556K – 140
2022
Q1 		$556K Sell
7,274
-325
-4% -$24.4K 0.1% 112
2021
Q4 		$636K Buy
7,599
+328
+5% +$26.4K 0.11% 109
2021
Q3 		$537K Buy
7,271
+1
+0% +$76 0.09% 112
2021
Q2 		$533K Buy
7,270
+1
+0% +$69 0.11% 108
2021
Q1 		$506K Buy
7,269
+1
+0% +$65 0.1% 118
2020
Q4 		$464K Buy
7,268
+4
+0.1% +$243 0.11% 114
2020
Q3 		$420K Sell
7,264
-1,260
-15% -$71.3K 0.11% 98
2020
Q2 		$442K Sell
8,524
-780
-8% -$37.4K 0.11% 90
2020
Q1 		$384K Sell
9,304
-122,924
-93% -$5.81M 0.14% 82
2019
Q4 		$6.4M Buy
132,228
+8,332
+7% +$386K 1.73% 10
2019
Q3 		$5.58M Buy
123,896
+12,468
+11% +$564K 1.4% 16
2019
Q2 		$4.99M Buy
111,428
+17,852
+19% +$785K 1.35% 14
2019
Q1 		$4.03M Buy
+93,576
New +$3.83M 1.01% 24

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.7% in Q2 2026, selling an estimated $80.4K and leaving 10,165 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #148.

Cornerstone Wealth Group first reported a position in IVW in Q1 2019 and has held it in 23 quarters since. The position peaked at $6.4M in Q4 2019. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Cornerstone Wealth Group held 10,165 shares of iShares S&P 500 Growth ETF worth $1.4M as of Q2 2026.
  • Cornerstone Wealth Group sold 609 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $80.4K.
  • iShares S&P 500 Growth ETF made up 0.08% of Cornerstone Wealth Group's portfolio in Q2 2026, its #148 holding.
  • Cornerstone Wealth Group first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 23 quarters since.
  • Cornerstone Wealth Group's iShares S&P 500 Growth ETF position peaked at $6.4M in Q4 2019.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.