iShares S&P 500 Growth Index shares owned by Cornerstone Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cornerstone Wealth Group
from 13F filings
Historical chart of Cornerstone Wealth Group investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Cornerstone Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Growth Index by Cornerstone Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 13k | 120.72 |
| 2025-06-30 | $1.3M | 12k | 110.10 |
| 2025-03-31 | $1.1M | 12k | 92.83 |
| 2024-12-31 | $1.3M | 13k | 101.53 |
| 2024-09-30 | $1.2M | 13k | 95.75 |
| 2024-06-30 | $1.2M | 13k | 92.54 |
| 2024-03-31 | $1.0M | 12k | 84.44 |
| 2022-03-31 | $556k | 7.3k | 76.44 |
| 2021-12-31 | $636k | 7.6k | 83.70 |
| 2021-09-30 | $537k | 7.3k | 73.86 |
| 2021-06-30 | $533k | 7.3k | 73.32 |
| 2021-03-31 | $506k | 7.3k | 69.61 |
| 2020-12-31 | $464k | 7.3k | 63.84 |
| 2020-09-30 | $420k | 1.8k | 231.28 |
| 2020-06-30 | $442k | 2.1k | 207.41 |
| 2020-03-31 | $384k | 2.3k | 165.09 |
| 2019-12-31 | $6.4M | 33k | 193.64 |
| 2019-09-30 | $5.6M | 31k | 180.02 |
| 2019-06-30 | $5.0M | 28k | 179.24 |
| 2019-03-31 | $4.0M | 23k | 172.35 |