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iShares Morningstar Mid Growth Idx shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in iShares Morningstar Mid Growth Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Growth Idx 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 Morningstar Mid Growth Idx by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 257k 64.45
2023-09-30 $13M 232k 57.13
2023-06-30 $12M 195k 60.94
2022-12-31 $8.9M 161k 55.49

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 Morningstar Mid Growth Idx

Assetmark
Creative Financial Designs
Raymond James Financial Services Advisors
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates
Cambridge Investment Research Advisors

View all funds holding iShares Morningstar Mid Growth Idx