iShares S&P 500 Index shares owned by Cornerstone Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cornerstone Advisors
from 13F filings
Historical chart of Cornerstone Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cornerstone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.3M | 12k | 588.68 |
| 2024-09-30 | $8.2M | 14k | 576.82 |
| 2023-06-30 | $2.2M | 5.0k | 445.71 |
| 2023-03-31 | $26M | 62k | 411.08 |
| 2022-12-31 | $24M | 62k | 384.21 |
| 2022-09-30 | $22M | 62k | 358.65 |
| 2022-06-30 | $19M | 50k | 379.16 |
| 2022-03-31 | $11M | 24k | 453.71 |
| 2021-12-31 | $11M | 24k | 477.00 |
| 2021-09-30 | $19M | 44k | 430.82 |
| 2021-06-30 | $19M | 44k | 429.91 |
| 2020-06-30 | $14M | 45k | 309.69 |
| 2020-03-31 | $16M | 60k | 258.40 |
| 2019-12-31 | $6.5M | 20k | 323.25 |