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iShares Russell 1000 Value Index shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value 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 Russell 1000 Value Index by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $47k 274 173.12
2023-12-31 $55k 334 165.25
2023-09-30 $51k 334 151.82
2023-06-30 $53k 334 157.83
2022-12-31 $51k 334 153.88

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index