Cornerstone Retirement Group »

iShares S&P 1500 Index Fund shares owned by Cornerstone Retirement Group

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Cornerstone Retirement Group from 13F filings

Historical chart of Cornerstone Retirement Group investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Cornerstone Retirement Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Cornerstone Retirement Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.1M 76k 94.19

More positions owned by Cornerstone Retirement Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Intl Aggr (IAGG)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Guggenheim Strategic Opportu Com Sbi (GOF)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Invt Grd Corp Bd (LQDW)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)

View all positions for Cornerstone Retirement Group

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Betterment
Morgan Stanley
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
LPL Financial
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Buckingham Asset Management
Cisco Systems
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund