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

Cornerstone Planning Group’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.55M	Buy
2025 Q2	$47.9K	Sell
2025 Q1	$86.9K	Buy
2024 Q4	$29.8K	Sell
2024 Q3	$30.9K	Sell
2024 Q2	$56.5K	Sell
2024 Q1	$92.1K	Buy
2023 Q4	$522	Hold
2023 Q3	$462	Buy