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Ishares Tr s^p aggr all shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all 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 Tr s^p aggr all by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $997k 14k 69.05
2023-09-30 $815k 13k 63.49
2023-06-30 $705k 11k 66.34
2022-12-31 $644k 10k 62.20

More positions owned by Cornerstone Planning Group

Invsc Qqq Trust Srs 1 Etf Iv 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 Morgstar Mid Capgro Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate Term Bond Etf Exchange Traded Fund (BIV)
Victory Ii Victorysharessrt Etf Iv Exchange Traded Fund (USTB)
Ishares Convertible Bondetf Exchange Traded Fund (ICVT)
Ishares High Yld Bnd Fctetf Exchange Traded Fund (HYDB)
1st Trst Long Shrt Exchange Traded Fund (FTLS)
Ft Emrging Mkts Sml Cap Alphadex Etf Exchange Traded Fund (FEMS)
Ishs Resi And Multi Realestate Etf Exchange Traded Fund (REZ)
Vanguard Mid Cap Value Etf Exchange Traded Fund (VOE)
First Trust Materials Alphadex Etf Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Wells Fargo & Company
Rockefeller Capital Management
Raymond James & Associates
Assetmark
Cambridge Investment Research Advisors
Stifel Financial
Commonwealth Equity Services
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Warren Averett Asset Management
First Ascent Asset Management
Northwest Wealth Management
Legacy Financial Group

View all funds holding Ishares Tr s^p aggr all