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
2025 Q3	$161K	Buy
2025 Q2	$146K	Buy
2025 Q1	$129K	Sell
2024 Q4	$171K	Buy
2024 Q3	$169K	Buy
2024 Q2	$156K	Buy
2024 Q1	$309	Hold
2023 Q4	$311	Sell
2023 Q3	$2.17K	Buy
2022 Q4	$11.1K	Buy