ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

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

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

Q4 2025
Shares 352,307 Value ($000) $29,414 Avg Close — Range —
Q3 2025
Shares 361,000 Value ($000) $29,432 Avg Close — Range —
Q2 2025
Shares 354,086 Value ($000) $28,670 Avg Close — Range —
Q1 2025
Shares 329,167 Value ($000) $22,864 Avg Close — Range —
Q4 2024
Shares 311,080 Value ($000) $24,457 Avg Close — Range —
Q3 2024
Shares 310,146 Value ($000) $22,982 Avg Close — Range —
Q2 2024
Shares 292,619 Value ($000) $19,064 Avg Close — Range —
Q1 2024
Shares 273,771 Value ($000) $18,458 Avg Close — Range —
Q4 2023
Shares 257,197 Value ($000) $16,576 Avg Close — Range —
Q3 2023
Shares 231,941 Value ($000) $13,251 Avg Close — Range —
Q2 2023
Shares 194,674 Value ($000) $11,863 Avg Close — Range —
Q4 2022
Shares 161,168 Value ($000) $8,943 Avg Close — Range —