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Cosner Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cosner Financial 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 		$10.4M Buy
75,772
+190
+0.3% +$25.1K 5.35% 9
2026
Q1 		$8.55M Buy
75,582
+8
+0% +$962 4.7% 10
2025
Q4 		$9.32M Buy
75,574
+4,005
+6% +$490K 4.75% 10
2025
Q3 		$17.2M Buy
71,569
+5,278
+8% +$607K 9.22% 5
2025
Q2 		$7.3M Buy
66,291
+4,564
+7% +$452K 4.06% 10
2025
Q1 		$5.73M Buy
61,727
+937
+2% +$94.5K 3.5% 11
2024
Q4 		$6.17M Buy
60,790
+94
+0.2% +$9.38K 3.91% 10
2024
Q3 		$5.81M Sell
60,696
-234
-0.4% -$21.6K 3.75% 10
2024
Q2 		$5.64M Buy
60,930
+7,609
+14% +$656K 3.99% 10
2024
Q1 		$4.5M Buy
53,321
+397
+0.8% +$31.9K 3.23% 10
2023
Q4 		$3.97M Buy
52,924
+6,644
+14% +$473K 3.36% 9
2023
Q3 		$3.17M Sell
46,280
-613
-1% -$43.4K 2.79% 13
2023
Q2 		$3.31M Buy
+46,893
New +$3.1M 2.72% 14

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Cosner Financial Group's IVW Position: Q2 2026 in Review

Cosner Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.25% in Q2 2026, buying an estimated $25.1K and bringing the position to 75,772 shares worth $10.4M. The position accounts for 5.35% of the portfolio, ranked #9.

Cosner Financial Group first reported a position in IVW in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.2M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Cosner Financial Group held 75,772 shares of iShares S&P 500 Growth ETF worth $10.4M as of Q2 2026.
  • Cosner Financial Group bought 190 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $25.1K.
  • iShares S&P 500 Growth ETF made up 5.35% of Cosner Financial Group's portfolio in Q2 2026, its #9 holding.
  • Cosner Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Cosner Financial Group's iShares S&P 500 Growth ETF position peaked at $17.2M in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.