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

Cornerstone Wealth 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
Q1 		$219K Buy
+997
New +$216K 0.01% 412
2020
Q1 		– Sell
-48,413
Closed -$6.3M – 135
2019
Q4 		$6.3M Buy
48,413
+2,976
+7% +$370K 1.7% 11
2019
Q3 		$5.41M Buy
45,437
+4,969
+12% +$583K 1.36% 17
2019
Q2 		$4.72M Buy
40,468
+7,071
+21% +$810K 1.27% 15
2019
Q1 		$3.77M Buy
+33,397
New +$3.67M 0.95% 25

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Wealth Group's IVE Position: Q1 2026 in Review

Cornerstone Wealth Group opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 997 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in IVE as recently as Q4 2019.

Cornerstone Wealth Group first reported a position in IVE in Q1 2019 and has held it in 5 quarters since. The position peaked at $6.3M in Q4 2019. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Cornerstone Wealth Group held 997 shares of iShares S&P 500 Value ETF worth $219K as of Q1 2026.
  • iShares S&P 500 Value ETF was a new Cornerstone Wealth Group position in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #412 holding.
  • Cornerstone Wealth Group first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 5 quarters since.
  • Cornerstone Wealth Group's iShares S&P 500 Value ETF position peaked at $6.3M in Q4 2019.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.