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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cosner Financial Group's IVW Position: Q1 2026 in Review

Cosner Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 0.01% in Q1 2026, buying an estimated $962 and bringing the position to 75,582 shares worth $8.55M. The position accounts for 4.7% of the portfolio, ranked #10.

Cosner Financial Group first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.2M in Q3 2025. 2,043 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Cosner Financial Group held 75,582 shares of iShares S&P 500 Growth ETF worth $8.55M as of Q1 2026.
Cosner Financial Group bought 8 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $962.
iShares S&P 500 Growth ETF made up 4.7% of Cosner Financial Group's portfolio in Q1 2026, its #10 holding.
Cosner Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Cosner Financial Group's iShares S&P 500 Growth ETF position peaked at $17.2M in Q3 2025.
2,043 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.