Cornerstone Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Cornerstone Wealth Partners's IVV Position: Q2 2026 in Review
Cornerstone Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, buying an estimated $1.67M and bringing the position to 16,875 shares worth $12.6M. The position accounts for 5.87% of the portfolio, ranked #6.
Cornerstone Wealth Partners first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Cornerstone Wealth Partners held 16,875 shares of iShares Core S&P 500 ETF worth $12.6M as of Q2 2026.
- Cornerstone Wealth Partners bought 2,299 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.67M.
- iShares Core S&P 500 ETF made up 5.87% of Cornerstone Wealth Partners's portfolio in Q2 2026, its #6 holding.
- Cornerstone Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Cornerstone Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.