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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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