Cornerstone Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.8M | Sell |
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|
2025
Q1 | $43.9M | Sell |
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|
2024
Q4 | $46.7M | Sell |
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|
2024
Q3 | $46.4M | Buy |
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|
2024
Q2 | $43.3M | Sell |
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|
2024
Q1 | $42.1M | Buy |
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|
2023
Q4 | $38.2M | Sell |
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|
2023
Q3 | $35.2M | Sell |
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|
2023
Q2 | $38.2M | Buy |
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|
2023
Q1 | $35.1M | Buy |
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|
2022
Q3 | $41.8M | Buy |
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|
2022
Q2 | $42.7M | Buy |
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|
2022
Q1 | $47.6M | Buy |
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|
2021
Q4 | $47.1M | Sell |
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|
2021
Q3 | $43.2M | Buy |
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|
2021
Q2 | $41.6M | Sell |
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|
2021
Q1 | $39.8M | Sell |
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|
2020
Q4 | $42.5M | Sell |
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|
2020
Q3 | $38.4M | Buy |
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|
2020
Q2 | $34.1M | Sell |
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|
2020
Q1 | $28.6M | Sell |
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|
2019
Q4 | $39.3M | Sell |
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|
2019
Q3 | $38.4M | Sell |
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|
2019
Q2 | $38M | Buy |
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|
2019
Q1 | $26.8M | Sell |
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|
2018
Q4 | $34.8M | Sell |
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|
2018
Q3 | $112M | Sell |
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|
2018
Q2 | $133M | Buy |
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|
2018
Q1 | $31.4M | Buy |
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|
2017
Q4 | $30.7M | Sell |
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|
2017
Q3 | $28.7M | Buy |
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|
2017
Q2 | $24.9M | Sell |
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|
2017
Q1 | $24.3M | Buy |
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|
2016
Q4 | $19.2M | Buy |
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|
2016
Q3 | $14.7M | Buy |
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