Cornerstone Planning Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.26K	Sell	8 -8	-50%	-$2.06K	﹤0.01%	1277
2025 Q4	$4.21K	Sell	16 -34	-68%	-$8.36K	﹤0.01%	1030
2025 Q3	$12.4K	Hold	50	–	–	﹤0.01%	717
2025 Q2	$11.1K	Hold	50	–	–	﹤0.01%	532
2025 Q1	$9.57K	Hold	50	–	–	﹤0.01%	580
2024 Q4	$11.4K	Sell	50 -5	-9%	-$1.14K	﹤0.01%	400
2024 Q3	$12.2K	Sell	55 -47	-46%	-$10.1K	﹤0.01%	379
2024 Q2	$20.6K	Sell	102 -540	-84%	-$109K	0.01%	313
2024 Q1	$130K	Sell	642 -36	-5%	-$7.18K	0.04%	101
2023 Q4	$136K	Sell	678 -49	-7%	-$8.78K	0.04%	104
2023 Q3	$128K	Buy	727 +1	+0.1%	+$188	0.05%	98
2023 Q2	$136K	Buy	+726	New	+$129K	0.05%	110
2022 Q4	$22.9K	Buy	+126	New	+$22.4K	0.01%	413

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cornerstone Planning Group's IWM Position: Q1 2026 in Review

Cornerstone Planning Group reduced its iShares Russell 2000 ETF (IWM) stake by 50% in Q1 2026, selling an estimated $2.06K and leaving 8 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Cornerstone Planning Group first reported a position in IWM in Q4 2022 and has held it in 13 quarters since. The position peaked at $136K in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cornerstone Planning Group held 8 shares of iShares Russell 2000 ETF worth $2.26K as of Q1 2026.
Cornerstone Planning Group sold 8 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.06K.
iShares Russell 2000 ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1277 holding.
Cornerstone Planning Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's iShares Russell 2000 ETF position peaked at $136K in Q4 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.