iShares S&P 500 Growth Index shares owned by Cornerstone Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cornerstone Wealth Advisors
from 13F filings
Historical chart of Cornerstone Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Cornerstone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $325k | 3.9k | 84.44 |
| 2023-12-31 | $289k | 3.9k | 75.10 |
| 2023-09-30 | $263k | 3.9k | 68.42 |
| 2023-06-30 | $271k | 3.9k | 70.48 |
| 2023-03-31 | $246k | 3.9k | 63.89 |
| 2022-12-31 | $225k | 3.9k | 58.50 |
| 2022-09-30 | $223k | 3.9k | 57.92 |
| 2022-06-30 | $232k | 3.9k | 60.26 |
| 2022-03-31 | $294k | 3.9k | 76.36 |
| 2021-12-31 | $322k | 3.9k | 83.64 |
| 2021-09-30 | $296k | 4.0k | 74.00 |
| 2021-06-30 | $292k | 4.0k | 73.00 |
| 2021-03-31 | $260k | 4.0k | 65.00 |
More positions owned by Cornerstone Wealth Advisors
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