W.H. Cornerstone Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

W.H. Cornerstone Investments’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	$2.56M	Buy	3,921 +11	+0.3%	+$7.51K	1.6%	15
2025 Q4	$2.68M	Buy	3,910 +14	+0.4%	+$9.51K	1.61%	16
2025 Q3	$2.61M	Buy	3,896 +11	+0.3%	+$7.08K	1.59%	16
2025 Q2	$2.41M	Buy	3,885 +12	+0.3%	+$6.89K	1.53%	15
2025 Q1	$2.18M	Sell	3,873 -34	-0.9%	-$20.1K	1.5%	13
2024 Q4	$2.3M	Buy	3,907 +14	+0.4%	+$8.29K	1.54%	12
2024 Q3	$2.25M	Buy	3,893 +15	+0.4%	+$8.34K	1.52%	12
2024 Q2	$2.12M	Buy	3,878 +12	+0.3%	+$6.31K	1.5%	14
2024 Q1	$2.03M	Buy	3,866 +12	+0.3%	+$6K	1.47%	15
2023 Q4	$1.84M	Buy	3,854 +27	+0.7%	+$12.1K	1.46%	12
2023 Q3	$1.64M	Sell	3,827 -5	-0.1%	-$2.24K	1.44%	14
2023 Q2	$1.71M	Buy	3,832 +3	+0.1%	+$1.26K	1.53%	13
2023 Q1	$1.57M	Buy	3,829 +15	+0.4%	+$6.01K	1.43%	15
2022 Q4	$1.53M	Sell	3,814 -206	-5%	-$79.5K	1.45%	17
2022 Q3	$1.44M	Buy	+4,020	New	+$1.61M	1.52%	15

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

W.H. Cornerstone Investments's IVV Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its iShares Core S&P 500 ETF (IVV) stake by 0.28% in Q1 2026, buying an estimated $7.51K and bringing the position to 3,921 shares worth $2.56M. The position accounts for 1.6% of the portfolio, ranked #15.

W.H. Cornerstone Investments first reported a position in IVV in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.68M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

W.H. Cornerstone Investments held 3,921 shares of iShares Core S&P 500 ETF worth $2.56M as of Q1 2026.
W.H. Cornerstone Investments bought 11 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $7.51K.
iShares Core S&P 500 ETF made up 1.6% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #15 holding.
W.H. Cornerstone Investments first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 15 quarters since.
W.H. Cornerstone Investments's iShares Core S&P 500 ETF position peaked at $2.68M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.