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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.4K	Sell	238 -181	-43%	-$28.6K	0.01%	466
2026 Q1	$66K	Sell	419 -61	-13%	-$9.05K	0.01%	333
2025 Q4	$71K	Buy	480 +50	+12%	+$6.99K	0.01%	275
2025 Q3	$60.4K	Buy	+430	New	+$58.8K	0.01%	296
2024 Q4	–	Sell	-3	Closed	-$398	–	1452
2024 Q3	$398	Sell	3 -1	-25%	-$126	﹤0.01%	1134
2024 Q2	$364	Buy	4 +1	+33%	+$122	﹤0.01%	1118
2024 Q1	$363	Hold	3	–	–	﹤0.01%	981
2023 Q4	$349	Hold	3	–	–	﹤0.01%	815
2023 Q3	$313	Buy	+3	New	+$331	﹤0.01%	970

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

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

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

FCBT

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cornerstone Planning Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 43% in Q2 2026, selling an estimated $28.6K and leaving 238 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #466.

Cornerstone Planning Group first reported a position in IWS in Q3 2023 and has held it in 9 quarters since. The position peaked at $71K in Q4 2025. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Cornerstone Planning Group held 238 shares of iShares Russell Mid-Cap Value ETF worth $39.4K as of Q2 2026.
Cornerstone Planning Group sold 181 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $28.6K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #466 holding.
Cornerstone Planning Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2023 and has held it in 9 quarters since.
Cornerstone Planning Group's iShares Russell Mid-Cap Value ETF position peaked at $71K in Q4 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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