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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$275K	Hold	730	–	–	0.03%	142
2026 Q1	$268K	Sell	730 -65	-8%	-$21.6K	0.04%	138
2025 Q4	$274K	Buy	795 +65	+9%	+$21.1K	0.04%	120
2025 Q3	$239K	Buy	730 +77	+12%	+$23.2K	0.04%	122
2025 Q2	$191K	Sell	653 -75	-10%	-$19.7K	0.04%	90
2025 Q1	$179K	Buy	728 +25	+4%	+$7.06K	0.04%	92
2024 Q4	$207K	Buy	703 +3	+0.4%	+$887	0.05%	71
2024 Q3	$201K	Buy	700 +1	+0.1%	+$274	0.05%	68
2024 Q2	$180K	Buy	+699	New	+$181K	0.05%	81

Other funds holding IWO

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

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

Cornerstone Planning Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 730 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #142.

Cornerstone Planning Group first reported a position in IWO in Q2 2024 and has held it in 9 quarters since. 726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Cornerstone Planning Group held 730 shares of iShares Russell 2000 Growth ETF worth $275K as of Q2 2026.
Cornerstone Planning Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #142 holding.
Cornerstone Planning Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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