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

Cornerstone Planning Group’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$69.7K	Sell	282 -44	-13%	-$10.2K	0.01%	320
2026 Q1	$75.4K	Sell	326 -404	-55%	-$88.5K	0.01%	296
2025 Q4	$160K	Sell	730 -324	-31%	-$66.9K	0.03%	157
2025 Q3	$215K	Buy	1,054 +861	+446%	+$171K	0.03%	132
2025 Q2	$37.6K	Sell	193 -60	-24%	-$11.1K	0.01%	289
2025 Q1	$45.1K	Sell	253 -71	-22%	-$13.5K	0.01%	256
2024 Q4	$62.9K	Sell	324 -4	-1%	-$767	0.02%	158
2024 Q3	$62.2K	Hold	328	–	–	0.02%	166
2024 Q2	$57.1K	Buy	328 +54	+20%	+$9.44K	0.02%	182
2024 Q1	$47.4K	Sell	274 -60	-18%	-$10.2K	0.01%	180
2023 Q4	$55.2K	Hold	334	–	–	0.02%	174
2023 Q3	$50.7K	Hold	334	–	–	0.02%	183
2023 Q2	$52.7K	Buy	+334	New	+$51.1K	0.02%	233
2022 Q4	$51.4K	Buy	+334	New	+$50K	0.02%	257

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Cornerstone Planning Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 13% in Q2 2026, selling an estimated $10.2K and leaving 282 shares worth $69.7K. The position accounts for 0.01% of the portfolio, ranked #320.

Cornerstone Planning Group first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $215K in Q3 2025. 1,362 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Cornerstone Planning Group held 282 shares of iShares Russell 1000 Value ETF worth $69.7K as of Q2 2026.
Cornerstone Planning Group sold 44 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $10.2K.
iShares Russell 1000 Value ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #320 holding.
Cornerstone Planning Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares Russell 1000 Value ETF position peaked at $215K in Q3 2025.
1,362 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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