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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.8M | Sell |
73,210
-2,075
| -3% | -$1.42M | 2.39% | 5 |
|
|
2025
Q4 | $51.6M | Sell |
75,285
-36
| -0% | -$24.4K | 2.68% | 4 |
|
|
2025
Q3 | $50.4M | Sell |
75,321
-96
| -0.1% | -$61.8K | 2.78% | 4 |
|
|
2025
Q2 | $46.8M | Sell |
75,417
-2,629
| -3% | -$1.51M | 2.84% | 4 |
|
|
2025
Q1 | $43.9M | Sell |
78,046
-1,265
| -2% | -$747K | 2.97% | 4 |
|
|
2024
Q4 | $46.7M | Sell |
79,311
-1,056
| -1% | -$625K | 3.15% | 4 |
|
|
2024
Q3 | $46.4M | Buy |
80,367
+1,313
| +2% | +$730K | 3.26% | 4 |
|
|
2024
Q2 | $43.3M | Sell |
79,054
-1,119
| -1% | -$588K | 3.33% | 4 |
|
|
2024
Q1 | $42.1M | Buy |
80,173
+289
| +0.4% | +$145K | 3.41% | 4 |
|
|
2023
Q4 | $38.2M | Sell |
79,884
-2,112
| -3% | -$945K | 3.28% | 4 |
|
|
2023
Q3 | $35.2M | Sell |
81,996
-3,682
| -4% | -$1.65M | 3.32% | 3 |
|
|
2023
Q2 | $38.2M | Buy |
85,678
+386
| +0.5% | +$163K | 3.41% | 3 |
|
|
2023
Q1 | $35.1M | Buy |
+85,292
| New | +$34.2M | 3.44% | 3 |
|
|
2022
Q3 | $41.8M | Buy |
116,434
+3,766
| +3% | +$1.5M | 4.65% | 2 |
|
|
2022
Q2 | $42.7M | Buy |
112,668
+7,722
| +7% | +$3.18M | 4.74% | 2 |
|
|
2022
Q1 | $47.6M | Buy |
104,946
+6,257
| +6% | +$2.8M | 4.63% | 2 |
|
|
2021
Q4 | $47.1M | Sell |
98,689
-1,479
| -1% | -$682K | 4.49% | 2 |
|
|
2021
Q3 | $43.2M | Buy |
100,168
+3,361
| +3% | +$1.49M | 4.59% | 2 |
|
|
2021
Q2 | $41.6M | Sell |
96,807
-3,180
| -3% | -$1.33M | 4.38% | 2 |
|
|
2021
Q1 | $39.8M | Sell |
99,987
-13,346
| -12% | -$5.17M | 4.7% | 2 |
|
|
2020
Q4 | $42.5M | Sell |
113,333
-802
| -0.7% | -$285K | 5.34% | 2 |
|
|
2020
Q3 | $38.4M | Buy |
114,135
+4,118
| +4% | +$1.37M | 5.69% | 2 |
|
|
2020
Q2 | $34.1M | Sell |
110,017
-483
| -0.4% | -$142K | 5.51% | 1 |
|
|
2020
Q1 | $28.6M | Sell |
110,500
-11,153
| -9% | -$3.42M | 5.5% | 1 |
|
|
2019
Q4 | $39.3M | Sell |
121,653
-6,928
| -5% | -$2.14M | 6.37% | 1 |
|
|
2019
Q3 | $38.4M | Sell |
128,581
-448
| -0.3% | -$133K | 6.77% | 1 |
|
|
2019
Q2 | $38M | Buy |
129,029
+6,583
| +5% | +$1.91M | 6.83% | 1 |
|
|
2019
Q1 | $26.8M | Sell |
122,446
-15,579
| -11% | -$4.26M | 3.26% | 1 |
|
|
2018
Q4 | $34.8M | Sell |
138,025
-28,535,659
| -100% | -$7.75B | 7.43% | 1 |
|
|
2018
Q3 | $112M | Sell |
28,673,684
-7,762,130
| -21% | -$2.23B | 1.41% | 7 |
|
|
2018
Q2 | $133M | Buy |
36,435,814
+36,314,617
| +29,963% | +$9.88B | 1.5% | 6 |
|
|
2018
Q1 | $31.4M | Buy |
121,197
+9,861
| +9% | +$2.71M | 5.99% | 1 |
|
|
2017
Q4 | $30.7M | Sell |
111,336
-806
| -0.7% | -$211K | 5.76% | 1 |
|
|
2017
Q3 | $28.7M | Buy |
112,142
+10,193
| +10% | +$2.53M | 5.95% | 1 |
|
|
2017
Q2 | $24.9M | Sell |
101,949
-926
| -0.9% | -$223K | 5.58% | 1 |
|
|
2017
Q1 | $24.3M | Buy |
102,875
+17,985
| +21% | +$4.21M | 6.01% | 1 |
|
|
2016
Q4 | $19.2M | Buy |
84,890
+16,918
| +25% | +$3.72M | 6.17% | 1 |
|
|
2016
Q3 | $14.7M | Buy |
+67,972
| New | +$14.8M | 5.42% | 1 |
|
Other funds holding IVV
Cornerstone Wealth Management's IVV Position: Q1 2026 in Review
Cornerstone Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q1 2026, selling an estimated $1.42M and leaving 73,210 shares worth $47.8M. The position accounts for 2.39% of the portfolio, ranked #5.
Cornerstone Wealth Management first reported a position in IVV in Q3 2016 and has held it in 38 quarters since. The position peaked at $133M in Q2 2018. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Cornerstone Wealth Management held 73,210 shares of iShares Core S&P 500 ETF worth $47.8M as of Q1 2026.
- Cornerstone Wealth Management sold 2,075 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.42M.
- iShares Core S&P 500 ETF made up 2.39% of Cornerstone Wealth Management's portfolio in Q1 2026, its #5 holding.
- Cornerstone Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2016 and has held it in 38 quarters since.
- Cornerstone Wealth Management's iShares Core S&P 500 ETF position peaked at $133M in Q2 2018.
- 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.