IBDV — ISHARES TR

Ownership history in Cornerstone Planning, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in ISHARES TR (IBDV). 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.

Peak position
1.68% (2025 Q4)
Avg. % of fund
1.16%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 328,400 +250,573 +322.0% 1.68% $7.3M $21.91
2025 Q1 INITIATED 77,827 — — 0.64% $1.7M $20.75
% of Fund (quarterly)    IBDV price (monthly, adj. close)

Other funds also holding IBDV

As of 2025 Q4 — sorted by position size

PFG Private Wealth Management, LLC 3Y 5.66% Gratus Wealth Advisors, LLC 4.54% EIGHT 31 FINANCIAL, LLC 4.48% Peloton Wealth Strategists 3Y 7Y 3.08% ARCADIA INVESTMENT ADVISORS LLC 3.02% 4Thought Financial Group Inc. 3Y 2.62% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.59% Winthrop Partners - WNY, LLC 3Y 7Y 2.34% Signature Wealth Management Group 3Y 7Y 2.23% Sound View Wealth Advisors Group, LLC 3Y 2.19%
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