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iShares S&P 500 Index shares owned by Cornerstone Wealth Partners

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

Historical chart of Cornerstone Wealth Partners 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 Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.5M 15k 653.17

More positions owned by Cornerstone Wealth Partners

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Us Small (AVSC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr Avantis Emerging (AVEE)
American Centy Etf Tr International Lr (AVIV)
American Centy Etf Tr Avantis Intl Sml (AVDS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Dimensional Inte (DFGX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Procter & Gamble Company (PG)
Neuberger Berman Etf Trust Short Duration I (NBSD)

View all positions for Cornerstone Wealth Partners

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