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iShares S&P 500 Value Index shares owned by Cornerstone National Bank & Trust

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Cornerstone National Bank & Trust from 13F filings

Historical chart of Cornerstone National Bank & Trust investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Cornerstone National Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Cornerstone National Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $65k 305 212.07
2025-09-30 $63k 305 206.51
2025-06-30 $60k 305 195.42
2025-03-31 $58k 305 190.58
2024-12-31 $58k 305 190.88
2024-09-30 $60k 305 197.17