Cornerstone Planning Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.3K	Buy	179 +114	+175%	+$11.5K	﹤0.01%	682
2026 Q1	$6.47K	Sell	65 -193	-75%	-$18.4K	﹤0.01%	1022
2025 Q4	$24.6K	Buy	+258	New	+$23.2K	﹤0.01%	535
2025 Q2	–	Sell	-23	Closed	-$1.79K	–	1614
2025 Q1	$1.79K	Buy	+23	New	+$1.89K	﹤0.01%	1010

Other funds holding IWX

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares Russell Top 200 Value ETF (IWX) stake by 175% in Q2 2026, buying an estimated $11.5K and bringing the position to 179 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Cornerstone Planning Group first reported a position in IWX in Q1 2025 and has held it in 4 quarters since. The position peaked at $24.6K in Q4 2025. 164 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Cornerstone Planning Group held 179 shares of iShares Russell Top 200 Value ETF worth $19.3K as of Q2 2026.
Cornerstone Planning Group bought 114 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $11.5K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #682 holding.
Cornerstone Planning Group first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 4 quarters since.
Cornerstone Planning Group's iShares Russell Top 200 Value ETF position peaked at $24.6K in Q4 2025.
164 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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