ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 41,071 Value ($000) $5,159 Avg Close — Range —
Q3 2025
Shares 38,096 Value ($000) $4,739 Avg Close — Range —
Q2 2025
Shares 1,781 Value ($000) $201 Avg Close — Range —
Q1 2025
Shares 2,483 Value ($000) $224 Avg Close — Range —
Q4 2024
Shares 1,555 Value ($000) $159 Avg Close — Range —
Q3 2024
Shares 1,634 Value ($000) $161 Avg Close — Range —
Q2 2024
Shares 2,305 Value ($000) $195 Avg Close — Range —
Q1 2024
Shares 2,138 Value ($000) $178 Avg Close — Range —
Q4 2023
Shares 1,833 Value ($000) $138 Avg Close — Range —
Q3 2023
Shares 2,327 Value ($000) $159 Avg Close — Range —
Q2 2023
Shares 789 Value ($000) $56 Avg Close — Range —