Cornerstone Planning Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Sell |
1,875
-291
| -13% | -$100K | 0.13% | 43 |
|
|
2025
Q1 | $637K | Sell |
2,166
-67
| -3% | -$19.7K | 0.15% | 37 |
|
|
2024
Q4 | $738K | Sell |
2,233
-50
| -2% | -$16.5K | 0.18% | 33 |
|
|
2024
Q3 | $728K | Buy |
2,283
+7
| +0.3% | +$2.23K | 0.19% | 32 |
|
|
2024
Q2 | $645K | Sell |
2,276
-1,711
| -43% | -$485K | 0.18% | 40 |
|
|
2024
Q1 | $1.12M | Buy |
3,987
+7
| +0.2% | +$1.97K | 0.35% | 22 |
|
|
2023
Q4 | $1.04M | Sell |
3,980
-875
| -18% | -$229K | 0.34% | 25 |
|
|
2023
Q3 | $1.14M | Sell |
4,855
-63
| -1% | -$14.8K | 0.43% | 23 |
|
|
2023
Q2 | $1.2M | Buy |
+4,918
| New | +$1.2M | 0.47% | 22 |
|
|
2022
Q4 | $720K | Buy |
+3,362
| New | +$720K | 0.3% | 45 |
|