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iShares S&P SmallCap 600 Index shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 S&P SmallCap 600 Index by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 182k 108.25
2023-09-30 $16M 164k 94.33
2023-06-30 $14M 140k 99.65
2022-12-31 $11M 110k 98.61

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 S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index