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Ishares Tr shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Ishares Tr

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All positions including Ishares Tr 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 by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 2.6k 80.55
2025-03-31 $16k 240 68.06
2023-09-30 $2.2k 39 57.10
2023-06-30 $4.8k 79 60.91
2022-12-31 $76k 1.3k 58.21

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
State Street Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

View all positions for Cornerstone Planning Group

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
TrueNorth
Sei Investments
LPL Financial
Sbe Llc Dba Cedar Cove Wealth Partners
Envestnet Portfolio Solutions
Hanson McClain Advisors
Adviser Investments
Cetera Investment Advisers
Park Avenue Securities
Values Added Financial
Bailard
Accredited Investors
Apella Capital

View all funds holding Ishares Tr