iShares S&P 500 Index shares owned by Cornerstone Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cornerstone Wealth Group
from 13F filings
Historical chart of Cornerstone Wealth Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cornerstone Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $40M | 76k | 525.73 |
| 2023-12-31 | $36M | 75k | 477.63 |
| 2023-09-30 | $38M | 87k | 429.43 |
| 2023-06-30 | $16M | 37k | 445.71 |
| 2023-03-31 | $15M | 36k | 411.08 |
| 2022-12-31 | $15M | 40k | 384.21 |
| 2022-09-30 | $23M | 63k | 358.65 |
| 2022-06-30 | $25M | 67k | 379.16 |
| 2022-03-31 | $36M | 80k | 453.68 |
| 2021-12-31 | $42M | 88k | 476.98 |
| 2021-09-30 | $47M | 110k | 430.82 |
| 2021-06-30 | $35M | 81k | 426.80 |
| 2021-03-31 | $36M | 86k | 417.68 |
| 2020-12-31 | $19M | 50k | 375.38 |
| 2020-09-30 | $18M | 53k | 336.05 |
| 2020-06-30 | $17M | 54k | 309.68 |
| 2020-03-31 | $14M | 55k | 258.41 |
| 2019-12-31 | $15M | 48k | 323.23 |
| 2019-09-30 | $14M | 46k | 298.52 |
| 2019-06-30 | $14M | 46k | 294.75 |
| 2019-03-31 | $13M | 44k | 284.56 |
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