Cornerstone Advisory’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-397
Closed -$62K 485
2021
Q4
$62K Buy
+397
New +$60.4K 0.01% 392

Other funds holding IVE

Cornerstone Advisory's IVE Position: Q1 2022 in Review

Cornerstone Advisory sold out of iShares S&P 500 Value ETF (IVE) in Q1 2022, closing a stake of 397 shares — an estimated $62K sold.

Cornerstone Advisory first reported a position in IVE in Q4 2021 and held it in 1 quarter. The position peaked at $62K in Q4 2021. 1,073 funds tracked by Wall St. Rank hold IVE as of Q1 2022.

  • Cornerstone Advisory reported no remaining iShares S&P 500 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 397 iShares S&P 500 Value ETF shares in Q1 2022, an estimated $62K.
  • Cornerstone Advisory first reported a position in iShares S&P 500 Value ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's iShares S&P 500 Value ETF position peaked at $62K in Q4 2021.
  • 1,073 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.