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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.13M Buy
16,311
+768
+5% +$336K 1.45% 17
2025
Q1
$5.43M Buy
15,543
+38
+0.2% +$13.3K 1.3% 17
2024
Q4
$6.26M Sell
15,505
-128
-0.8% -$51.7K 1.54% 17
2024
Q3
$6.05M Buy
15,633
+164
+1% +$63.4K 1.6% 16
2024
Q2
$5.14M Sell
15,469
-11
-0.1% -$3.65K 1.47% 15
2024
Q1
$5.13M Buy
15,480
+781
+5% +$259K 1.6% 15
2023
Q4
$4.46M Buy
14,699
+3,200
+28% +$970K 1.47% 15
2023
Q3
$3.06M Buy
11,499
+4,873
+74% +$1.3M 1.17% 15
2023
Q2
$1.82M Buy
+6,626
New +$1.82M 0.72% 18
2022
Q4
$1.39M Buy
+6,338
New +$1.39M 0.58% 30