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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.9K	Buy	292 +64	+28%	+$6.73K	﹤0.01%	524
2026 Q1	$24K	Buy	228 +104	+84%	+$10.4K	﹤0.01%	618
2025 Q4	$12.4K	Sell	124 -449	-78%	-$43.2K	﹤0.01%	734
2025 Q3	$78.8K	Buy	+573	New	+$54.3K	0.01%	246
2024 Q2	–	Sell	-1,653	Closed	-$134K	–	1301
2024 Q1	$134K	Sell	1,653 -41	-2%	-$3.25K	0.04%	94
2023 Q4	$132K	Sell	1,694 -117	-6%	-$8.31K	0.04%	106
2023 Q3	$125K	Hold	1,811	–	–	0.05%	102
2023 Q2	$132K	Buy	+1,811	New	+$126K	0.05%	112
2022 Q4	$93.2K	Buy	+1,344	New	+$90.6K	0.04%	167

Other funds holding IWR

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 28% in Q2 2026, buying an estimated $6.73K and bringing the position to 292 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Cornerstone Planning Group first reported a position in IWR in Q4 2022 and has held it in 9 quarters since. The position peaked at $134K in Q1 2024. 1,165 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Cornerstone Planning Group held 292 shares of iShares Russell Mid-Cap ETF worth $31.9K as of Q2 2026.
Cornerstone Planning Group bought 64 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6.73K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #524 holding.
Cornerstone Planning Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 9 quarters since.
Cornerstone Planning Group's iShares Russell Mid-Cap ETF position peaked at $134K in Q1 2024.
1,165 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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