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Cornerstone Planning Group »

iShares Dow Jones US Energy Sector shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in iShares Dow Jones US Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Energy Sector 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 Dow Jones US Energy Sector by Cornerstone Planning Group

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$35k	717	48.45
2023-12-31	$33k	758	44.12
2023-09-30	$56k	1.2k	47.43
2023-06-30	$51k	1.2k	42.84
2022-12-31	$72k	1.5k	47.34

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 Dow Jones US Energy Sector

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Wells Fargo & Company

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Jpmorgan Chase & Co

Crestwood Advisors

Prospera Financial Services

Advisor Group Holdings

Raymond James Financial Services Advisors

Mariner Wealth Advisors

Commonwealth Equity Services

Amg National Trust Bank

View all funds holding iShares Dow Jones US Energy Sector

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