iShares S&P 500 Growth Index shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management 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 Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 20k | 84.44 |
| 2023-12-31 | $1.5M | 20k | 75.10 |
| 2023-09-30 | $1.4M | 20k | 68.42 |
| 2023-06-30 | $1.4M | 20k | 70.48 |
| 2023-03-31 | $1.1M | 18k | 63.89 |
| 2022-09-30 | $1.1M | 20k | 57.84 |
| 2022-06-30 | $1.2M | 19k | 60.35 |
| 2022-03-31 | $1.5M | 20k | 76.37 |
| 2021-12-31 | $1.6M | 20k | 83.46 |
| 2021-09-30 | $1.3M | 17k | 73.91 |
| 2021-06-30 | $1.2M | 17k | 72.73 |
| 2021-03-31 | $993k | 15k | 65.09 |
| 2020-12-31 | $1.0M | 16k | 63.81 |
| 2020-09-30 | $848k | 3.7k | 231.19 |
| 2020-06-30 | $772k | 3.7k | 207.58 |
| 2020-03-31 | $629k | 3.8k | 165.05 |
| 2019-12-31 | $975k | 5.0k | 193.72 |
| 2019-09-30 | $1.1M | 6.3k | 180.00 |
| 2019-06-30 | $1.4M | 7.8k | 178.97 |
| 2019-03-31 | $2.7M | 11k | 245.98 |
| 2018-12-31 | $2.4M | 16k | 150.87 |
| 2018-09-30 | $9.4M | 1.4M | 6.88 |
| 2018-06-30 | $11M | 1.8M | 6.11 |
| 2018-03-31 | $1.4M | 9.1k | 156.25 |
| 2017-12-31 | $563k | 3.6k | 158.28 |
| 2017-09-30 | $1.4M | 9.4k | 145.14 |
| 2017-06-30 | $483k | 3.5k | 137.06 |
| 2017-03-31 | $364k | 2.8k | 129.54 |
| 2016-03-31 | $7.5M | 39k | 193.26 |
More positions owned by Cornerstone Wealth Management
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