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iShares Russell 1000 Index shares owned by Cornerstone Wealth Group

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Cornerstone Wealth Group from 13F filings

Historical chart of Cornerstone Wealth Group investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Cornerstone Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $20M 62k 322.16
2024-09-30 $19M 62k 314.39
2024-06-30 $19M 64k 297.54
2024-03-31 $8.6M 30k 288.03

More positions owned by Cornerstone Wealth Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Cornerstone Wealth Group

Top funds holding iShares Russell 1000 Index

FMR
Jones Financial Companies, L.L
Envestnet Asset Management
Bank of America Corporation
M^T Bank Corporation
Northern Trust
Millennium Management
Pnc Financial Services
LPL Financial
Morgan Stanley
BlackRock
Goldman Sachs Group
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company

View all funds holding iShares Russell 1000 Index