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Cornerstone Planning Group »

iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in iShares Dow Jones US Brok-Dea. Ind.ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Brok-Dea. Ind.ETF 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 Brok-Dea. Ind.ETF by Cornerstone Planning Group

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$22k	144	154.51
2024-09-30	$15k	113	136.41
2024-03-31	$13k	109	114.28
2023-12-31	$16k	151	108.53
2023-09-30	$14k	151	91.03
2023-06-30	$14k	151	90.75
2022-12-31	$15k	151	98.62

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)

Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)

Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)

Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)

Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)

Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)

Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)

First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)

Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)

Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)

First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)

First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)

Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

View all positions for Cornerstone Planning Group

Top funds holding iShares Dow Jones US Brok-Dea. Ind.ETF

Envestnet Asset Management

Bank of America Corporation

Raymond James & Associates

Branch Banking & Trust Company

Fisher Investments

Janney Montgomery Scott

WestEnd Advisors

Victory Capital Management

Wells Fargo & Company

WESPAC Advisors SoCal

View all funds holding iShares Dow Jones US Brok-Dea. Ind.ETF

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