Cornerstone Wealth Group »

iShares Morningstar Large Growth shares owned by Cornerstone Wealth Group

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Cornerstone Wealth Group from 13F filings

Historical chart of Cornerstone Wealth Group investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth held by Cornerstone Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Growth by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $507k 4.9k 104.30
2025-06-30 $471k 4.9k 96.90
2025-03-31 $394k 4.9k 80.99
2024-12-31 $436k 4.9k 89.60
2024-09-30 $409k 4.9k 84.04
2024-06-30 $396k 4.9k 81.41
2024-03-31 $367k 4.9k 75.48

More positions owned by Cornerstone Wealth Group

NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Broadcom (AVGO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Msci Acwi Ex Us (ACWX)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Cornerstone Wealth Group

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
Morgan Stanley
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Cetera Investment Advisers
Atlantic Trust
B&D White Capital Company
McKinley Carter Wealth Services
AdvisorShares Investments
H D Vest Advisory Services
Jpmorgan Chase & Co
UBS Group
Commonwealth Equity Services
Envestnet Asset Management

View all funds holding iShares Morningstar Large Growth