Ownership history in Cornerstone Planning Group LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Planning Group LLC reported a position in ISHARES TRUST CORE S&P500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,541 | +702 | +6.5% | 1.26% | $8.1M | $683.12 |
| 2025 Q3 | ADDED | 10,839 | +10,133 | +1435.3% | 1.19% | $7.4M | $665.17 |
| 2025 Q2 | REDUCED | 706 | -437 | -38.2% | 0.09% | $446K | $615.21 |
| 2025 Q1 | ADDED | 1,143 | +414 | +56.8% | 0.15% | $615K | $555.02 |
| 2024 Q4 | REDUCED | 729 | -73 | -9.1% | 0.11% | $439K | $579.67 |
| 2024 Q3 | REDUCED | 802 | -622 | -43.7% | 0.12% | $469K | $566.00 |
| 2024 Q2 | REDUCED | 1,424 | -1,341 | -48.5% | 0.21% | $741K | $534.89 |
| 2024 Q1 | REDUCED | 2,765 | -1,888 | -40.6% | 0.44% | $1.4M | $512.33 |
| 2023 Q4 | REDUCED | 4,653 | -2,343 | -33.5% | 0.73% | $2.2M | $463.98 |
| 2023 Q3 | ADDED | 6,996 | +2 | +0.0% | 1.14% | $3.0M | $415.48 |
As of 2025 Q4 — sorted by position size