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
2025 Q2	$647K	Sell
2025 Q1	$637K	Sell
2024 Q4	$738K	Sell
2024 Q3	$728K	Buy
2024 Q2	$645K	Sell
2024 Q1	$1.12M	Buy
2023 Q4	$1.04M	Sell
2023 Q3	$1.14M	Sell
2023 Q2	$1.2M	Buy
2022 Q4	$720K	Buy