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iShares Russell 3000 Index shares owned by Cornerstone Wealth Group

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Cornerstone Wealth Group from 13F filings

Historical chart of Cornerstone Wealth Group investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 3000 Index by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $254k 776 326.76
2024-06-30 $240k 776 308.69
2024-03-31 $235k 782 300.23

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)
Ishares Tr Msci Acwi Ex Us (ACWX)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Ishares Tr Core Msci Intl (IDEV)
Home Depot (HD)
Amazon (AMZN)

View all positions for Cornerstone Wealth Group

Top funds holding iShares Russell 3000 Index

Northern Trust
Bank of America Corporation
Family Firm
International Assets Investment Management
BlackRock
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Evensky & Katz
Colony
_Sentinel Trust Company, LBA______________
Bank of New York Mellon
Pnc Financial Services
TLWM

View all funds holding iShares Russell 3000 Index