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CornerStone Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

CornerStone Partners’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
2020
Q3 		$26.1M Buy
77,685
+13,875
+22% +$4.62M 19.31% 2
2020
Q2 		$19.8M Buy
63,810
+42,330
+197% +$12.4M 16.17% 3
2020
Q1 		$5.55M Hold
21,480
– – 6.34% 6
2019
Q4 		$6.94M Buy
+21,480
New +$6.65M 5.52% 7

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CornerStone Partners's IVV Position: Q3 2020 in Review

CornerStone Partners increased its iShares Core S&P 500 ETF (IVV) stake by 22% in Q3 2020, buying an estimated $4.62M and bringing the position to 77,685 shares worth $26.1M. The position accounts for 19.31% of the portfolio, ranked #2.

CornerStone Partners first reported a position in IVV in Q4 2019 and has held it in 4 quarters since. 1,938 funds tracked by Wall St. Rank hold IVV as of Q3 2020.

  • CornerStone Partners held 77,685 shares of iShares Core S&P 500 ETF worth $26.1M as of Q3 2020.
  • CornerStone Partners bought 13,875 iShares Core S&P 500 ETF shares in Q3 2020, an estimated $4.62M.
  • iShares Core S&P 500 ETF made up 19.31% of CornerStone Partners's portfolio in Q3 2020, its #2 holding.
  • CornerStone Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 4 quarters since.
  • 1,938 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2020.

Based on CornerStone Partners's 13F filing for Q3 2020, filed 9 Nov 2020.