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iShares S&P 500 Index shares owned by Cornerstone Wealth

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

Historical chart of Cornerstone Wealth investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 1.9k 714.96

More positions owned by Cornerstone Wealth

Calamos Etf Tr Autocallable Inc (CAIE)
Fidelity Covington Trust High Divid Etf (FDVV)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Innovator Etfs Trust GRWT100 PWR BF (NJAN)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Innovator Etfs Trust Growth 100 Pwr B (NMAR)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Innovator Etfs Trust Innovator Gw 100 (NFEB)
Calamos Etf Tr Nasdaq Autocalll (CAIQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Cornerstone Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index