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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$60.4K	Buy
2024 Q4	–	Sell
2024 Q3	$398	Sell
2024 Q2	$364	Buy
2024 Q1	$363	Hold
2023 Q4	$349	Hold
2023 Q3	$313	Buy