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 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cornerstone Planning Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.07% in Q2 2026, buying an estimated $1.41K and bringing the position to 6,993 shares worth $1.98M. The position accounts for 0.25% of the portfolio, ranked #52.

Cornerstone Planning Group first reported a position in IWY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.62M in Q4 2022. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Cornerstone Planning Group held 6,993 shares of iShares Russell Top 200 Growth ETF worth $1.98M as of Q2 2026.
Cornerstone Planning Group bought 5 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.41K.
iShares Russell Top 200 Growth ETF made up 0.25% of Cornerstone Planning Group's portfolio in Q2 2026, its #52 holding.
Cornerstone Planning Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares Russell Top 200 Growth ETF position peaked at $3.62M in Q4 2022.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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