Cornerstone Wealth Group »

iShares S&P 500 Value Index shares owned by Cornerstone Wealth Group

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

Historical chart of Cornerstone Wealth Group 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 Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $219k 997 219.81
2019-12-31 $6.3M 48k 130.09
2019-09-30 $5.4M 45k 119.13
2019-06-30 $4.7M 41k 116.56
2019-03-31 $3.8M 33k 112.73

More positions owned by Cornerstone Wealth Group

State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Intl (IDEV)
Broadcom (AVGO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Acwi Ex Us (ACWX)

View all positions for Cornerstone Wealth Group

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index