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

Cornerstone Wealth 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
Q1 		$51.2M Sell
72,460
-1,225
-2% -$836K 3.29% 3
2025
Q4 		$50.5M Sell
73,685
-362
-0.5% -$246K 3.45% 3
2025
Q3 		$49.6M Sell
74,047
-1,963
-3% -$1.26M 3.35% 5
2025
Q2 		$47.2M Sell
76,010
-2,435
-3% -$1.4M 3.54% 4
2025
Q1 		$44.1M Sell
78,445
-1,470
-2% -$868K 3.65% 5
2024
Q4 		$47M Buy
79,915
+4,864
+6% +$2.88M 3.84% 5
2024
Q3 		$43.3M Sell
75,051
-1,676
-2% -$932K 3.58% 5
2024
Q2 		$42M Buy
76,727
+962
+1% +$506K 3.73% 5
2024
Q1 		$39.8M Buy
75,765
+528
+0.7% +$264K 3.66% 4
2023
Q4 		$35.9M Sell
75,237
-12,060
-14% -$5.4M 5.15% 3
2023
Q3 		$37.5M Buy
87,297
+50,799
+139% +$22.7M 6.65% 1
2023
Q2 		$16.3M Buy
36,498
+200
+0.6% +$84.3K 2.95% 6
2023
Q1 		$14.9M Sell
36,298
-3,667
-9% -$1.47M 2.65% 8
2022
Q4 		$15.4M Sell
39,965
-22,792
-36% -$8.8M 2.9% 8
2022
Q3 		$22.5M Sell
62,757
-3,814
-6% -$1.52M 4.97% 2
2022
Q2 		$25.2M Sell
66,571
-13,216
-17% -$5.44M 5.28% 2
2022
Q1 		$36.2M Sell
79,787
-8,044
-9% -$3.6M 6.64% 1
2021
Q4 		$41.9M Sell
87,831
-22,132
-20% -$10.2M 7.17% 1
2021
Q3 		$47.4M Buy
109,963
+29,160
+36% +$12.9M 8.37% 1
2021
Q2 		$34.5M Sell
80,803
-5,029
-6% -$2.11M 7.04% 2
2021
Q1 		$35.9M Buy
85,832
+36,131
+73% +$14M 7.28% 1
2020
Q4 		$18.7M Sell
49,701
-2,853
-5% -$1.02M 4.58% 3
2020
Q3 		$17.7M Sell
52,554
-1,427
-3% -$475K 4.83% 3
2020
Q2 		$16.7M Sell
53,981
-1,250
-2% -$367K 4.2% 5
2020
Q1 		$14.3M Buy
55,231
+7,655
+16% +$2.35M 5.03% 3
2019
Q4 		$15.4M Buy
47,576
+1,663
+4% +$515K 4.16% 3
2019
Q3 		$13.7M Sell
45,913
-367
-0.8% -$109K 3.44% 6
2019
Q2 		$13.6M Buy
46,280
+1,846
+4% +$535K 3.68% 6
2019
Q1 		$12.6M Buy
+44,434
New +$12.1M 3.18% 7

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q1 2026, selling an estimated $836K and leaving 72,460 shares worth $51.2M. The position accounts for 3.29% of the portfolio, ranked #3.

Cornerstone Wealth Group first reported a position in IVV in Q1 2019 and has held it in 29 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Cornerstone Wealth Group held 72,460 shares of iShares Core S&P 500 ETF worth $51.2M as of Q1 2026.
  • Cornerstone Wealth Group sold 1,225 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $836K.
  • iShares Core S&P 500 ETF made up 3.29% of Cornerstone Wealth Group's portfolio in Q1 2026, its #3 holding.
  • Cornerstone Wealth Group first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 29 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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