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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$9.43K ﹤0.01% 451