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
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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 |
|---|---|---|---|
| 2025-09-30 | $7.4M | 11k | 683.22 |
| 2025-06-30 | $446k | 706 | 631.40 |
| 2025-03-31 | $615k | 1.1k | 537.74 |
| 2024-12-31 | $439k | 729 | 602.36 |
| 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
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