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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$191K	Sell	653 -75	-10%	-$22K	0.04%	90
2025 Q1	$179K	Buy	728 +25	+4%	+$6.15K	0.04%	92
2024 Q4	$207K	Buy	703 +3	+0.4%	+$884	0.05%	71
2024 Q3	$201K	Buy	700 +1	+0.1%	+$287	0.05%	68
2024 Q2	$180K	Buy	+699	New	+$180K	0.05%	81