Cornerstone Partners Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Cornerstone Partners Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.92M	Sell	6,571 -287	-4%	-$209K	14.31%	2
2026 Q1	$4.48M	Sell	6,858 -537	-7%	-$367K	11.12%	3
2025 Q4	$5.07M	Buy	7,395 +789	+12%	+$536K	13.97%	3
2025 Q3	$4.42M	Sell	6,606 -2,420	-27%	-$1.56M	12.8%	3
2025 Q2	$5.6M	Hold	9,026	–	–	16.79%	2
2025 Q1	$5.07M	Buy	9,026 +322	+4%	+$190K	10.57%	5
2024 Q4	$5.12M	Sell	8,704 -893	-9%	-$529K	10.96%	5
2024 Q3	$5.54M	Sell	9,597 -129,727	-93%	-$72.1M	10.9%	5
2024 Q2	$76.2M	Sell	139,324 -1,576,062	-92%	-$829M	43.3%	1
2024 Q1	$902M	Buy	1,715,386 +61,044	+4%	+$30.5M	60.54%	1
2023 Q4	$790M	Sell	1,654,342 -95,002	-5%	-$42.5M	60.11%	1
2023 Q3	$751M	Sell	1,749,344 -140,350	-7%	-$62.8M	60.14%	1
2023 Q2	$842M	Sell	1,889,694 -222,366	-11%	-$93.7M	58.83%	1
2023 Q1	$868M	Buy	2,112,060 +115,770	+6%	+$46.4M	56.42%	1
2022 Q4	$767M	Sell	1,996,290 -70,158	-3%	-$27.1M	56.32%	1
2022 Q3	$741M	Buy	2,066,448 +245,919	+14%	+$98.2M	58.51%	1
2022 Q2	$690M	Sell	1,820,529 -159,658	-8%	-$65.7M	59.71%	1
2022 Q1	$898M	Buy	1,980,187 +1,332,249	+206%	+$596M	60.71%	1
2021 Q4	$309M	Sell	647,938 -85,216	-12%	-$39.3M	50.99%	1
2021 Q3	$316M	Sell	733,154 -63,667	-8%	-$28.2M	64.87%	1
2021 Q2	$343M	Buy	796,821 +188,654	+31%	+$79M	69.92%	1
2021 Q1	$242M	Buy	608,167 +408,318	+204%	+$158M	61.53%	1
2020 Q4	$75M	Buy	+199,849	New	+$71.1M	37.16%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Cornerstone Partners Capital Management's IVV Position: Q2 2026 in Review

Cornerstone Partners Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q2 2026, selling an estimated $209K and leaving 6,571 shares worth $4.92M. The position accounts for 14.31% of the portfolio, ranked #2.

Cornerstone Partners Capital Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $902M in Q1 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cornerstone Partners Capital Management held 6,571 shares of iShares Core S&P 500 ETF worth $4.92M as of Q2 2026.
Cornerstone Partners Capital Management sold 287 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $209K.
iShares Core S&P 500 ETF made up 14.31% of Cornerstone Partners Capital Management's portfolio in Q2 2026, its #2 holding.
Cornerstone Partners Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
Cornerstone Partners Capital Management's iShares Core S&P 500 ETF position peaked at $902M in Q1 2024.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cornerstone Partners Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.