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iShares S&P 500 Growth Index shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares S&P 500 Growth Index by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $178k 2.1k 83.37
2023-12-31 $138k 1.8k 75.10
2023-09-30 $159k 2.3k 68.42
2023-06-30 $56k 789 70.48