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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
Q2 		$2.94M Buy
3,930
+9
+0.2% +$6.55K 1.66% 13
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

W.H. Cornerstone Investments's IVV Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its iShares Core S&P 500 ETF (IVV) stake by 0.23% in Q2 2026, buying an estimated $6.55K and bringing the position to 3,930 shares worth $2.94M. The position accounts for 1.66% of the portfolio, ranked #13.

W.H. Cornerstone Investments first reported a position in IVV in Q3 2022 and has held it in 16 quarters since. 4,113 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • W.H. Cornerstone Investments held 3,930 shares of iShares Core S&P 500 ETF worth $2.94M as of Q2 2026.
  • W.H. Cornerstone Investments bought 9 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.55K.
  • iShares Core S&P 500 ETF made up 1.66% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #13 holding.
  • W.H. Cornerstone Investments first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • 4,113 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.