Number of Shares
78,445.00
Current Holdings Value*
$44.08 Mil
% of Portfolio
3.65%
Total Estimate Gain
$22.89 Mil
% of Total Estimate Gain
33.27%

Cornerstone Wealth Group, LLC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, Cornerstone Wealth Group, LLC held 78,445.00 shares of iShares Core S&P 500 ETF(IVV), totaling $44.08 Mil. This investment constitutes 3.65% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q1. And since then Cornerstone Wealth Group, LLC has made 10 purchases of IVV, at an average price of $385.94, for a total of 178,242.00 shares. In addition, there have been 14 sales at an average price of $422.92 for 99,797.00 shares. Based on historical transaction data and IVV's current price of $630.67, Cornerstone Wealth Group, LLC's estimated gain on his IVV holdings is $22.89 Mil, reflecting a 33.27% gain to date.

Cornerstone Wealth Group, LLC IVV ($630.67) Holding Chart

Cornerstone Wealth Group, LLC IVV ($630.67) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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