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

Cornerstone Wealth Management’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 		$2.54M Buy
18,502
+80
+0.4% +$10.6K 0.11% 176
2026
Q1 		$2.08M Sell
18,422
-1,046
-5% -$126K 0.1% 184
2025
Q4 		$2.4M Sell
19,468
-832
-4% -$102K 0.12% 160
2025
Q3 		$2.45M Buy
20,300
+3
+0% +$345 0.14% 146
2025
Q2 		$2.23M Buy
20,297
+303
+2% +$30K 0.14% 144
2025
Q1 		$1.86M Sell
19,994
-46
-0.2% -$4.64K 0.13% 157
2024
Q4 		$2.03M Sell
20,040
-705
-3% -$70.3K 0.14% 147
2024
Q3 		$1.99M Sell
20,745
-108
-0.5% -$9.97K 0.14% 142
2024
Q2 		$1.93M Buy
20,853
+1,145
+6% +$98.7K 0.15% 138
2024
Q1 		$1.66M Sell
19,708
-551
-3% -$44.3K 0.13% 145
2023
Q4 		$1.52M Buy
20,259
+386
+2% +$27.5K 0.13% 146
2023
Q3 		$1.36M Sell
19,873
-113
-0.6% -$8K 0.13% 150
2023
Q2 		$1.41M Buy
19,986
+2,468
+14% +$163K 0.13% 150
2023
Q1 		$1.12M Buy
+17,518
New +$1.07M 0.11% 159
2022
Q3 		$1.14M Buy
19,708
+554
+3% +$36K 0.13% 140
2022
Q2 		$1.16M Sell
19,154
-722
-4% -$47.8K 0.13% 142
2022
Q1 		$1.52M Buy
19,876
+155
+0.8% +$11.6K 0.15% 133
2021
Q4 		$1.65M Buy
19,721
+2,281
+13% +$184K 0.16% 131
2021
Q3 		$1.29M Buy
17,440
+459
+3% +$35K 0.14% 152
2021
Q2 		$1.24M Buy
16,981
+1,725
+11% +$119K 0.13% 156
2021
Q1 		$993K Sell
15,256
-540
-3% -$34.9K 0.12% 172
2020
Q4 		$1.01M Buy
15,796
+1,124
+8% +$68.2K 0.13% 156
2020
Q3 		$848K Sell
14,672
-204
-1% -$11.5K 0.13% 157
2020
Q2 		$772K Sell
14,876
-368
-2% -$17.6K 0.12% 164
2020
Q1 		$629K Sell
15,244
-4,888
-24% -$231K 0.12% 168
2019
Q4 		$975K Sell
20,132
-4,912
-20% -$228K 0.16% 133
2019
Q3 		$1.13M Sell
25,044
-6,000
-19% -$271K 0.2% 102
2019
Q2 		$1.39M Sell
31,044
-12,456
-29% -$548K 0.25% 82
2019
Q1 		$2.67M Sell
43,500
-20,396
-32% -$836K 0.32% 71
2018
Q4 		$2.41M Sell
63,896
-5,401,316
-99% -$219M 0.51% 37
2018
Q3 		$9.4M Sell
5,465,212
-1,730,996
-24% -$74.4M 0.12% 187
2018
Q2 		$11M Buy
7,196,208
+7,159,728
+19,626% +$288M 0.12% 177
2018
Q1 		$1.38M Buy
36,480
+22,252
+156% +$888K 0.26% 74
2017
Q4 		$563K Sell
14,228
-23,392
-62% -$874K 0.11% 189
2017
Q3 		$1.36M Buy
37,620
+23,524
+167% +$829K 0.28% 77
2017
Q2 		$483K Buy
14,096
+2,856
+25% +$96.8K 0.11% 189
2017
Q1 		$364K Buy
+11,240
New +$361K 0.09% 222
2016
Q1 		$7.49M Buy
+154,920
New +$4.26M 5.68% 4

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

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

Cornerstone Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.43% in Q2 2026, buying an estimated $10.6K and bringing the position to 18,502 shares worth $2.54M. The position accounts for 0.11% of the portfolio, ranked #176.

Cornerstone Wealth Management first reported a position in IVW in Q1 2016 and has held it in 38 quarters since. The position peaked at $11M in Q2 2018. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Cornerstone Wealth Management held 18,502 shares of iShares S&P 500 Growth ETF worth $2.54M as of Q2 2026.
  • Cornerstone Wealth Management bought 80 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $10.6K.
  • iShares S&P 500 Growth ETF made up 0.11% of Cornerstone Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Cornerstone Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's iShares S&P 500 Growth ETF position peaked at $11M in Q2 2018.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.