Cornerstone Partners Capital 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
Q3
$4.42M Sell
2025
Q2
$5.6M Hold
2025
Q1
$5.07M Buy
2024
Q4
$5.12M Sell
2024
Q3
$5.54M Sell
2024
Q2
$76.2M Sell
2024
Q1
$902M Buy
2023
Q4
$790M Sell
2023
Q3
$751M Sell
2023
Q2
$842M Sell
2023
Q1
$868M Buy
2022
Q4
$767M Sell
2022
Q3
$741M Buy
2022
Q2
$690M Sell
2022
Q1
$898M Buy
2021
Q4
$309M Sell
2021
Q3
$316M Sell
2021
Q2
$343M Buy
2021
Q1
$242M Buy
2020
Q4
$75M Buy