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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
Q2 		$741K Buy
1,813
+2
+0.1% +$793 0.09% 86
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning Group's IWB Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Russell 1000 ETF (IWB) stake by 0.11% in Q2 2026, buying an estimated $793 and bringing the position to 1,813 shares worth $741K. The position accounts for 0.09% of the portfolio, ranked #86.

Cornerstone Planning Group first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q2 2023. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Cornerstone Planning Group held 1,813 shares of iShares Russell 1000 ETF worth $741K as of Q2 2026.
  • Cornerstone Planning Group bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
  • iShares Russell 1000 ETF made up 0.09% of Cornerstone Planning Group's portfolio in Q2 2026, its #86 holding.
  • Cornerstone Planning Group first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares Russell 1000 ETF position peaked at $1.2M in Q2 2023.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.