IEF — ISHARES TR

Ownership history in Cornerstone Planning, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in ISHARES TR (IEF). 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
2.7% (2025 Q4)
Avg. % of fund
2.7%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 120,668 — — 2.70% $11.6M $95.57
% of Fund (quarterly)    IEF price (monthly, adj. close)

Other funds also holding IEF

As of 2025 Q4 — sorted by position size

PEAVINE CAPITAL, LLC 3Y 7Y 36.7% Avalon Advisory Group 3Y 34.84% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 18.56% Juniper Hill Capital Management LP 3Y 17.09% Raub Brock Capital Management LP 3Y 7Y 16.83% CARRONADE CAPITAL MANAGEMENT, LP 3Y 15.12% LifeGuide Financial Advisors, LLC 3Y 13.99% Beacon Wealthcare LLC 3Y 13.39% WLTH Capital Management, LLC 12.47% Ironwood Wealth Management, LLC. 3Y 7Y 12.18%
← Back to Cornerstone Planning, LLC Holdings