Cornerstone Planning’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Cornerstone Planning's IVV Position: Q2 2026 in Review
Cornerstone Planning held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 907 shares worth $679K. The position accounts for 0.16% of the portfolio, ranked #101.
Cornerstone Planning first reported a position in IVV in Q4 2024 and has held it in 4 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Cornerstone Planning held 907 shares of iShares Core S&P 500 ETF worth $679K as of Q2 2026.
- Cornerstone Planning left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
- iShares Core S&P 500 ETF made up 0.16% of Cornerstone Planning's portfolio in Q2 2026, its #101 holding.
- Cornerstone Planning first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.