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
2026 Q2	$7.26M	Sell	31,447 -2,920	-8%	-$652K	0.91%	23
2026 Q1	$7.69M	Buy	34,367 +8,547	+33%	+$1.85M	1.03%	20
2025 Q4	$5.59M	Buy	25,820 +8,789	+52%	+$1.84M	0.87%	24
2025 Q3	$3.55M	Buy	17,031 +16,787	+6,880%	+$3.37M	0.57%	31
2025 Q2	$47.9K	Sell	244 -240	-50%	-$44.7K	0.01%	249
2025 Q1	$86.9K	Buy	484 +334	+223%	+$64.6K	0.02%	160
2024 Q4	$29.8K	Sell	150 -8	-5%	-$1.59K	0.01%	250
2024 Q3	$30.9K	Sell	158 -153	-49%	-$29.1K	0.01%	243
2024 Q2	$56.5K	Sell	311 -200	-39%	-$36.4K	0.02%	185
2024 Q1	$92.1K	Buy	511 +508	+16,933%	+$90.3K	0.03%	121
2023 Q4	$522	Hold	3	–	–	﹤0.01%	775
2023 Q3	$462	Buy	+3	New	+$485	﹤0.01%	906

Other funds holding IVE

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Planning Group's IVE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares S&P 500 Value ETF (IVE) stake by 8.5% in Q2 2026, selling an estimated $652K and leaving 31,447 shares worth $7.26M. The position accounts for 0.91% of the portfolio, ranked #23.

Cornerstone Planning Group first reported a position in IVE in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.69M in Q1 2026. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Cornerstone Planning Group held 31,447 shares of iShares S&P 500 Value ETF worth $7.26M as of Q2 2026.
Cornerstone Planning Group sold 2,920 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $652K.
iShares S&P 500 Value ETF made up 0.91% of Cornerstone Planning Group's portfolio in Q2 2026, its #23 holding.
Cornerstone Planning Group first reported a position in iShares S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
Cornerstone Planning Group's iShares S&P 500 Value ETF position peaked at $7.69M in Q1 2026.
1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.