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Cornerstone Planning Group’s iShares Russell 1000 ETF IWB Stock Holding History

Cornerstone Planning Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$716K Buy
1,811
+77
+4% +$28.7K 0.1% 85
2025
Q4 		$660K Buy
1,734
+4
+0.2% +$1.48K 0.1% 74
2025
Q3 		$644K Sell
1,730
-145
-8% -$51.1K 0.1% 75
2025
Q2 		$647K Sell
1,875
-291
-13% -$91.3K 0.13% 43
2025
Q1 		$637K Sell
2,166
-67
-3% -$21.7K 0.15% 37
2024
Q4 		$738K Sell
2,233
-50
-2% -$16.2K 0.18% 33
2024
Q3 		$728K Buy
2,283
+7
+0.3% +$2.12K 0.19% 32
2024
Q2 		$645K Sell
2,276
-1,711
-43% -$491K 0.18% 40
2024
Q1 		$1.12M Buy
3,987
+7
+0.2% +$1.92K 0.35% 22
2023
Q4 		$1.04M Sell
3,980
-875
-18% -$214K 0.34% 25
2023
Q3 		$1.14M Sell
4,855
-63
-1% -$15.4K 0.43% 23
2023
Q2 		$1.2M Buy
+4,918
New +$1.13M 0.47% 22
2022
Q4 		$720K Buy
+3,362
New +$712K 0.3% 45

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cornerstone Planning Group's IWB Position: Q1 2026 in Review

Cornerstone Planning Group increased its iShares Russell 1000 ETF (IWB) stake by 4.4% in Q1 2026, buying an estimated $28.7K and bringing the position to 1,811 shares worth $716K. The position accounts for 0.1% of the portfolio, ranked #85.

Cornerstone Planning Group first reported a position in IWB in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.2M in Q2 2023. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Cornerstone Planning Group held 1,811 shares of iShares Russell 1000 ETF worth $716K as of Q1 2026.
  • Cornerstone Planning Group bought 77 iShares Russell 1000 ETF shares in Q1 2026, an estimated $28.7K.
  • iShares Russell 1000 ETF made up 0.1% of Cornerstone Planning Group's portfolio in Q1 2026, its #85 holding.
  • Cornerstone Planning Group first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's iShares Russell 1000 ETF position peaked at $1.2M in Q2 2023.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.