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

Cornerstone Wealth Management’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 Q3	$207K	Buy	+907	New	+$212K	0.01%	713
2026 Q2	–	Sell	-994	Closed	-$210K	–	762
2026 Q1	$210K	Buy	994 +1	+0.1%	+$217	0.01%	667
2025 Q4	$210K	Buy	+993	New	+$208K	0.01%	645
2024 Q4	–	Sell	-1,021	Closed	-$201K	–	592
2024 Q3	$201K	Sell	1,021 -94	-8%	-$17.9K	0.01%	544
2024 Q2	$203K	Buy	+1,115	New	+$203K	0.02%	523
2019 Q4	–	Sell	-3,235	Closed	-$385K	–	361
2019 Q3	$385K	Sell	3,235 -2,519	-44%	-$296K	0.07%	240
2019 Q2	$671K	Sell	5,754 -4,392	-43%	-$503K	0.12%	172
2019 Q1	$2.31M	Sell	10,146 -8,557	-46%	-$940K	0.28%	92
2018 Q4	$1.9M	Buy	+18,703	New	+$2.05M	0.4%	48
2018 Q1	$964K	Buy	9,004 +2,810	+45%	+$321K	0.18%	115
2017 Q4	$724K	Sell	6,194 -8,651	-58%	-$958K	0.14%	155
2017 Q3	$1.61M	Buy	14,845 +6,091	+70%	+$645K	0.33%	57
2017 Q2	$921K	Sell	8,754 -1,858	-18%	-$194K	0.21%	102
2017 Q1	$1.1M	Buy	+10,612	New	+$1.1M	0.27%	79

Other funds holding IVE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Cornerstone Wealth Management's IVE Position: Q3 2026 in Review

Cornerstone Wealth Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 907 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in IVE as recently as Q1 2026.

Cornerstone Wealth Management first reported a position in IVE in Q1 2017 and has held it in 14 quarters since. The position peaked at $2.31M in Q1 2019. 1,270 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Cornerstone Wealth Management held 907 shares of iShares S&P 500 Value ETF worth $207K as of Q3 2026.
iShares S&P 500 Value ETF was a new Cornerstone Wealth Management position in Q3 2026.
iShares S&P 500 Value ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #713 holding.
Cornerstone Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2017 and has held it in 14 quarters since.
Cornerstone Wealth Management's iShares S&P 500 Value ETF position peaked at $2.31M in Q1 2019.
1,270 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.