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 Q3	–	Sell	-238	Closed	-$39.4K	–	940
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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

Cornerstone Planning Group's IWS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026, closing a stake of 238 shares — an estimated $39.4K sold.

Cornerstone Planning Group first reported a position in IWS in Q3 2023 and held it in 9 quarters. The position peaked at $71K in Q4 2025. 227 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 238 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $39.4K.
Cornerstone Planning Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2023 and held it in 9 quarters.
Cornerstone Planning Group's iShares Russell Mid-Cap Value ETF position peaked at $71K in Q4 2025.
227 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.