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

Cornerstone Planning Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Buy
967
+3
+0.3% +$628 0.03% 169
2026
Q1 		$202K Buy
964
+47
+5% +$9.1K 0.03% 170
2025
Q4 		$178K Buy
917
+5
+0.5% +$898 0.03% 149
2025
Q3 		$161K Buy
912
+4
+0.4% +$675 0.03% 159
2025
Q2 		$146K Buy
908
+4
+0.4% +$596 0.03% 106
2025
Q1 		$129K Sell
904
-112
-11% -$18.1K 0.03% 120
2024
Q4 		$171K Buy
1,016
+3
+0.3% +$512 0.04% 79
2024
Q3 		$169K Buy
1,013
+4
+0.4% +$650 0.04% 80
2024
Q2 		$156K Buy
1,009
+1,007
+50,350% +$154K 0.04% 95
2024
Q1 		$309 Hold
2
– – ﹤0.01% 990
2023
Q4 		$311 Sell
2
-14
-88% -$1.94K ﹤0.01% 827
2023
Q3 		$2.17K Buy
+16
New +$2.29K ﹤0.01% 644
2022
Q4 		$11.1K Buy
+77
New +$10.9K ﹤0.01% 600

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares Russell 2000 Value ETF (IWN) stake by 0.31% in Q2 2026, buying an estimated $628 and bringing the position to 967 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #169.

Cornerstone Planning Group first reported a position in IWN in Q4 2022 and has held it in 13 quarters since. 697 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Cornerstone Planning Group held 967 shares of iShares Russell 2000 Value ETF worth $215K as of Q2 2026.
  • Cornerstone Planning Group bought 3 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $628.
  • iShares Russell 2000 Value ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #169 holding.
  • Cornerstone Planning Group first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 13 quarters since.
  • 697 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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