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iShares S&P 100 Index shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 100 Index by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 11k 344.69
2025-09-30 $3.6M 11k 344.22
2025-06-30 $22k 70 311.21
2025-03-31 $33k 127 259.34
2024-12-31 $3.5k 12 294.50
2024-09-30 $4.0k 14 283.29
2024-03-31 $3.4k 14 243.79
2023-12-31 $96k 430 223.39

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

View all positions for Cornerstone Planning Group

Top funds holding iShares S&P 100 Index

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
BlackRock
CWM
Colony
Envestnet Portfolio Solutions
Park Avenue Securities
Goldman Sachs Group
Wells Fargo & Company
Mml Investors Services
Cresset Asset Management
Cetera Investment Advisers

View all funds holding iShares S&P 100 Index