iShares S&P 500 Growth Index shares owned by Cornerstone Planning Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cornerstone Planning Group
from 13F filings
Historical chart of Cornerstone Planning Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Cornerstone Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 38k | 124.40 |
| 2025-06-30 | $201k | 1.8k | 113.03 |
| 2025-03-31 | $225k | 2.5k | 90.40 |
| 2024-12-31 | $159k | 1.6k | 102.47 |
| 2024-09-30 | $161k | 1.6k | 98.48 |
| 2024-03-31 | $178k | 2.1k | 83.37 |
| 2023-12-31 | $138k | 1.8k | 75.10 |
| 2023-09-30 | $159k | 2.3k | 68.42 |
| 2023-06-30 | $56k | 789 | 70.48 |
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