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Ishares Tr shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Ishares Tr

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All positions including Ishares Tr 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 by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $443k 7.0k 63.63
2025-12-31 $28k 464 59.48
2025-09-30 $22k 379 58.83
2025-06-30 $21k 378 55.24
2025-03-31 $34k 764 44.86
2023-09-30 $4.0k 114 34.66
2023-06-30 $8.2k 228 35.95
2022-12-31 $122k 3.9k 31.22