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Cornerstone Planning Group’s iShares Russell 3000 ETF IWV Stock Holding History

Cornerstone Planning Group’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32
Closed -$12.5K – 1776
2025
Q3 		$12.5K Hold
32
– – ﹤0.01% 715
2025
Q2 		$11.6K Hold
32
– – ﹤0.01% 526
2025
Q1 		$9.83K Hold
32
– – ﹤0.01% 574
2024
Q4 		$11K Hold
32
– – ﹤0.01% 408
2024
Q3 		$10.6K Hold
32
– – ﹤0.01% 406
2024
Q2 		$9.43K Buy
+32
New +$9.55K ﹤0.01% 451

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Planning Group's IWV Position: Q4 2025 in Review

Cornerstone Planning Group sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 32 shares — an estimated $12.5K sold.

Cornerstone Planning Group first reported a position in IWV in Q2 2024 and held it in 6 quarters. The position peaked at $12.5K in Q3 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • Cornerstone Planning Group reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 32 iShares Russell 3000 ETF shares in Q4 2025, an estimated $12.5K.
  • Cornerstone Planning Group first reported a position in iShares Russell 3000 ETF in Q2 2024 and held it in 6 quarters.
  • Cornerstone Planning Group's iShares Russell 3000 ETF position peaked at $12.5K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.