W.H. Cornerstone Investments »

iShares S&P 500 Index shares owned by W.H. Cornerstone Investments

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by W.H. Cornerstone Investments from 13F filings

Historical chart of W.H. Cornerstone Investments 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 W.H. Cornerstone Investments 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 W.H. Cornerstone Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 3.9k 477.69
2023-09-30 $1.6M 3.8k 429.32
2023-06-30 $1.7M 3.8k 445.72
2023-03-31 $1.6M 3.8k 411.07
2022-12-31 $1.5M 3.8k 400.35
2022-09-30 $1.4M 4.0k 359.20

More positions owned by W.H. Cornerstone Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Comcast Corp Cl A (CMCSA)
S&p Global (SPGI)

View all positions for W.H. Cornerstone Investments

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