Cornerstone Advisors’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 | – | Sell |
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|
2025
Q1 | $6.97M | Hold |
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|
2024
Q4 | $7.3M | Sell |
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|
2024
Q3 | $8.25M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $25.5M | Hold |
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|
2022
Q4 | $23.8M | Hold |
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|
2022
Q3 | $22.2M | Buy |
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|
2022
Q2 | $19M | Buy |
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|
2022
Q1 | $10.9M | Hold |
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|
2021
Q4 | $11.4M | Sell |
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|
2021
Q3 | $19M | Hold |
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|
2021
Q2 | $18.9M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $13.9M | Sell |
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|
2020
Q1 | $15.5M | Buy |
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|
2019
Q4 | $6.46M | Buy |
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|
2019
Q1 | $7.11M | Sell |
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|
2018
Q4 | $11.3M | Sell |
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|
2018
Q3 | $20.5M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $6.9M | Sell |
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|
2017
Q4 | $8.07M | Sell |
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|
2017
Q3 | $10.1M | Buy |
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|
2017
Q2 | $2.43M | Sell |
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|
2017
Q1 | $4.75M | Hold |
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|
2016
Q4 | $4.5M | Buy |
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|
2016
Q3 | $2.18M | Sell |
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|
2016
Q2 | $3.16M | Hold |
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|
2016
Q1 | $3.1M | Sell |
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|
2015
Q4 | $6.15M | Sell |
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|
2015
Q3 | $6.94M | Sell |
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|
2015
Q2 | $8.29M | Sell |
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|
2015
Q1 | $9.98M | Sell |
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|
2014
Q4 | $11M | Hold |
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|
2014
Q3 | $10.5M | Hold |
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|
2014
Q2 | $10.4M | Buy |
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|
2014
Q1 | $3.2M | Sell |
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|
2013
Q4 | $5.57M | Sell |
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|
2013
Q3 | $6.76M | Buy |
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