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

Cornerstone Planning Group’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.28M Sell
18,883
-60,757
-76% -$7.32M 0.29% 45
2026
Q1 		$2.4M Buy
79,640
+12,348
+18% +$1.4M 0.32% 43
2025
Q4 		$7.96M Buy
67,292
+552
+0.8% +$65.4K 1.24% 19
2025
Q3 		$8.08M Buy
66,740
+1,496
+2% +$167K 1.29% 19
2025
Q2 		$7.13M Buy
65,244
+3,072
+5% +$294K 1.45% 17
2025
Q1 		$5.43M Buy
62,172
+152
+0.2% +$15K 1.3% 17
2024
Q4 		$6.26M Sell
62,020
-512
-0.8% -$50.4K 1.54% 17
2024
Q3 		$6.05M Buy
62,532
+656
+1% +$59.5K 1.6% 16
2024
Q2 		$5.14M Sell
61,876
-44
-0.1% -$3.76K 1.47% 15
2024
Q1 		$5.13M Buy
61,920
+3,124
+5% +$252K 1.6% 15
2023
Q4 		$4.46M Buy
58,796
+12,800
+28% +$905K 1.47% 15
2023
Q3 		$3.06M Buy
45,996
+19,492
+74% +$1.35M 1.17% 15
2023
Q2 		$1.82M Buy
+26,504
New +$1.69M 0.72% 18
2022
Q4 		$1.39M Buy
+25,352
New +$1.39M 0.58% 30

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Cornerstone Planning Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 76% in Q2 2026, selling an estimated $7.32M and leaving 18,883 shares worth $2.28M. The position accounts for 0.29% of the portfolio, ranked #45.

Cornerstone Planning Group first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.08M in Q3 2025. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Cornerstone Planning Group held 18,883 shares of iShares Russell 1000 Growth ETF worth $2.28M as of Q2 2026.
  • Cornerstone Planning Group sold 60,757 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.32M.
  • iShares Russell 1000 Growth ETF made up 0.29% of Cornerstone Planning Group's portfolio in Q2 2026, its #45 holding.
  • Cornerstone Planning Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares Russell 1000 Growth ETF position peaked at $8.08M in Q3 2025.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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