Cornerstone Advisors Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30.5M Buy
2025
Q1
$27.6M Buy
2024
Q4
$28.6M Sell
2024
Q3
$28.1M Buy
2024
Q2
$26.7M Sell
2024
Q1
$25.9M Sell
2023
Q4
$23.9M Sell
2023
Q3
$21.7M Buy
2023
Q2
$22.1M Sell
2023
Q1
$20.6M Buy
2022
Q4
$16.9M Sell
2022
Q3
$16M Buy
2022
Q2
$16M Sell
2022
Q1
$19.2M Buy
2021
Q4
$18.9M Buy