Cornerstone Planning Group
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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
Q2 		– Sell
-8
Closed -$2.26K – 1908
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 		$9.6K 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cornerstone Planning Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 8 shares — an estimated $2.26K sold.

Cornerstone Planning Group first reported a position in IWM in Q4 2022 and held it in 13 quarters. The position peaked at $136K in Q4 2023. 2,750 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cornerstone Planning Group reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 8 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.26K.
  • Cornerstone Planning Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 13 quarters.
  • Cornerstone Planning Group's iShares Russell 2000 ETF position peaked at $136K in Q4 2023.
  • 2,750 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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