Cornerstone Planning Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$796K	Buy	5,734 +249	+5%	+$34.3K	0.1%	84
2026 Q1	$754K	Buy	5,485 +5,128	+1,436%	+$694K	0.1%	82
2025 Q4	$49.5K	Buy	357 +233	+188%	+$32.6K	0.01%	348
2025 Q3	$11.8K	Buy	+124	New	+$17.5K	﹤0.01%	730

Other funds holding IWP

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.5% in Q2 2026, buying an estimated $34.3K and bringing the position to 5,734 shares worth $796K. The position accounts for 0.1% of the portfolio, ranked #84.

Cornerstone Planning Group first reported a position in IWP in Q3 2025 and has held it in 4 quarters since. 809 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cornerstone Planning Group held 5,734 shares of iShares Russell Mid-Cap Growth ETF worth $796K as of Q2 2026.
Cornerstone Planning Group bought 249 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $34.3K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Cornerstone Planning Group's portfolio in Q2 2026, its #84 holding.
Cornerstone Planning Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
809 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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