Cornerstone Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$564K	Buy	4,268 +6	+0.1%	+$793	0.48%	46
2025 Q1	$550K	Buy	4,262 +7	+0.2%	+$904	0.5%	46
2024 Q4	$550K	Buy	+4,255	New	+$550K	0.54%	43