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Ishares Tr msci usa smlcp shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp 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 Tr msci usa smlcp by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $33M 443k 73.91
2025-06-30 $30M 436k 69.36
2025-03-31 $24M 400k 59.22
2024-12-31 $26M 372k 70.23
2024-09-30 $24M 362k 66.79