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iShares S&P 500 Index shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 500 Index by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $469k 802 584.76
2024-03-31 $1.4M 2.8k 513.84
2023-12-31 $2.2M 4.7k 477.63
2023-09-30 $3.0M 7.0k 429.43
2023-06-30 $3.1M 7.0k 445.68
2022-12-31 $4.4M 11k 390.53

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)
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)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)
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 S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
Jones Financial Companies, L.L
NISA Investment Advisors
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index