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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
2026
Q2 		$21.4M Buy
28,527
+10,569
+59% +$7.7M 2.7% 7
2026
Q1 		$13.1M Buy
17,958
+6,417
+56% +$4.38M 1.74% 17
2025
Q4 		$8.06M Buy
11,541
+702
+6% +$477K 1.26% 18
2025
Q3 		$7.41M Buy
10,839
+10,133
+1,435% +$6.53M 1.19% 20
2025
Q2 		$446K Sell
706
-437
-38% -$251K 0.09% 50
2025
Q1 		$615K Buy
1,143
+414
+57% +$244K 0.15% 38
2024
Q4 		$439K Sell
729
-73
-9% -$43.2K 0.11% 45
2024
Q3 		$469K Sell
802
-622
-44% -$346K 0.12% 41
2024
Q2 		$741K Sell
1,424
-1,341
-48% -$705K 0.21% 36
2024
Q1 		$1.42M Sell
2,765
-1,888
-41% -$945K 0.44% 20
2023
Q4 		$2.22M Sell
4,653
-2,343
-33% -$1.05M 0.73% 18
2023
Q3 		$3M Buy
6,996
+2
+0% +$895 1.14% 16
2023
Q2 		$3.12M Buy
+6,994
New +$2.95M 1.23% 15
2022
Q4 		$4.36M Buy
+11,169
New +$4.31M 1.83% 14

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares Core S&P 500 ETF (IVV) stake by 59% in Q2 2026, buying an estimated $7.7M and bringing the position to 28,527 shares worth $21.4M. The position accounts for 2.7% of the portfolio, ranked #7.

Cornerstone Planning Group first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. 2,325 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cornerstone Planning Group held 28,527 shares of iShares Core S&P 500 ETF worth $21.4M as of Q2 2026.
  • Cornerstone Planning Group bought 10,569 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.7M.
  • iShares Core S&P 500 ETF made up 2.7% of Cornerstone Planning Group's portfolio in Q2 2026, its #7 holding.
  • Cornerstone Planning Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,325 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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