CWG
Cornerstone Wealth Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
64,881
+6,475
| +11% | +$2.2M | 1.65% | 9 |
|
|
2025
Q1 | $17.9M | Sell |
58,406
-3,118
| -5% | -$956K | 1.48% | 11 |
|
|
2024
Q4 | $19.8M | Sell |
61,524
-311
| -0.5% | -$100K | 1.62% | 10 |
|
|
2024
Q3 | $19.4M | Sell |
61,835
-1,849
| -3% | -$581K | 1.61% | 10 |
|
|
2024
Q2 | $18.9M | Buy |
63,684
+33,773
| +113% | +$10M | 1.69% | 9 |
|
|
2024
Q1 | $8.62M | Buy |
+29,911
| New | +$8.62M | 0.79% | 34 |
|