Cornerstone Planning Group
IWY icon

Cornerstone Planning Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cornerstone Planning Group’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.11M Buy
7,025
+32
+0.5% +$9.16K 0.26% 50
2026
Q2 		$1.98M Buy
6,993
+5
+0.1% +$1.41K 0.25% 52
2026
Q1 		$1.97M Buy
6,988
+6
+0.1% +$1.59K 0.26% 51
2025
Q4 		$1.93M Sell
6,982
-356
-5% -$98.6K 0.3% 45
2025
Q3 		$2.08M Buy
7,338
+71
+1% +$18.4K 0.33% 41
2025
Q2 		$1.84M Sell
7,267
-107
-1% -$23.8K 0.38% 27
2025
Q1 		$1.5M Sell
7,374
-383
-5% -$88.1K 0.36% 25
2024
Q4 		$1.82M Sell
7,757
-2,087
-21% -$479K 0.45% 21
2024
Q3 		$2.23M Sell
9,844
-535
-5% -$114K 0.59% 20
2024
Q2 		$2.02M Buy
10,379
+10
+0.1% +$1.99K 0.58% 21
2024
Q1 		$2M Sell
10,369
-283
-3% -$52.9K 0.62% 19
2023
Q4 		$1.87M Buy
10,652
+465
+5% +$76.3K 0.62% 20
2023
Q3 		$1.57M Sell
10,187
-2
-0% -$319 0.6% 21
2023
Q2 		$1.62M Buy
+10,189
New +$1.49M 0.64% 20
2022
Q4 		$3.62M Buy
+29,429
New +$3.66M 1.52% 17

Other funds holding IWY

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.46% in Q3 2026, buying an estimated $9.16K and bringing the position to 7,025 shares worth $2.11M. The position accounts for 0.26% of the portfolio, ranked #50.

Cornerstone Planning Group first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.62M in Q4 2022. 152 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Cornerstone Planning Group held 7,025 shares of iShares Russell Top 200 Growth ETF worth $2.11M as of Q3 2026.
  • Cornerstone Planning Group bought 32 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $9.16K.
  • iShares Russell Top 200 Growth ETF made up 0.26% of Cornerstone Planning Group's portfolio in Q3 2026, its #50 holding.
  • Cornerstone Planning Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Planning Group's iShares Russell Top 200 Growth ETF position peaked at $3.62M in Q4 2022.
  • 152 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

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