iShares S&P 500 Index shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management 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 Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $46M | 80k | 576.82 |
| 2024-06-30 | $43M | 79k | 547.23 |
| 2024-03-31 | $42M | 80k | 525.73 |
| 2023-12-31 | $38M | 80k | 477.63 |
| 2023-09-30 | $35M | 82k | 429.40 |
| 2023-06-30 | $38M | 86k | 445.71 |
| 2023-03-31 | $35M | 85k | 411.08 |
| 2022-09-30 | $42M | 116k | 358.65 |
| 2022-06-30 | $43M | 113k | 379.15 |
| 2022-03-31 | $48M | 105k | 453.69 |
| 2021-12-31 | $47M | 99k | 476.86 |
| 2021-09-30 | $43M | 100k | 430.82 |
| 2021-06-30 | $42M | 97k | 429.92 |
| 2021-03-31 | $40M | 100k | 397.82 |
| 2020-12-31 | $43M | 113k | 375.39 |
| 2020-09-30 | $38M | 114k | 336.06 |
| 2020-06-30 | $34M | 110k | 309.69 |
| 2020-03-31 | $29M | 111k | 258.40 |
| 2019-12-31 | $39M | 122k | 323.24 |
| 2019-09-30 | $38M | 129k | 298.52 |
| 2019-06-30 | $38M | 129k | 294.79 |
| 2019-03-31 | $6.4M | 122k | 52.35 |
| 2018-12-31 | $35M | 138k | 251.90 |
| 2018-09-30 | $112M | 29M | 3.91 |
| 2018-06-30 | $133M | 36M | 3.65 |
| 2018-03-31 | $31M | 121k | 258.17 |
| 2017-12-31 | $31M | 111k | 275.85 |
| 2017-09-30 | $29M | 112k | 255.92 |
| 2017-06-30 | $25M | 102k | 243.91 |
| 2017-03-31 | $24M | 103k | 236.28 |
| 2016-12-31 | $19M | 85k | 226.59 |
| 2016-09-30 | $15M | 68k | 215.94 |
More positions owned by Cornerstone Wealth Management
View all positions for Cornerstone Wealth Management