Cornerstone Planning Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Cornerstone Planning Group’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
2025 Q2	$446K	Sell
2025 Q1	$615K	Buy
2024 Q4	$439K	Sell
2024 Q3	$469K	Sell
2024 Q2	$741K	Sell
2024 Q1	$1.42M	Sell
2023 Q4	$2.22M	Sell
2023 Q3	$3M	Buy
2023 Q2	$3.12M	Buy
2022 Q4	$4.36M	Buy