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

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$78.8K	Buy
2024 Q2	–	Sell
2024 Q1	$134K	Sell
2023 Q4	$132K	Sell
2023 Q3	$125K	Hold
2023 Q2	$132K	Buy
2022 Q4	$93.2K	Buy