Cornerstone Planning Group LLC Ishares Russell2000 Val ETF Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 912 shares of IWN stock, worth $159,299. This represents 0.03% of its overall portfolio holdings.

Number of Shares

912

Previous 908 0.44%

Holding current value

$159,299

Previous $146 Million 10.29%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$157.1 - $178.94 $628 - $715	4 Added 0.44%	912 $161 Million
Q2 2025 Aug 11, 2025	BUY	$131.84 - $157.76 $527 - $631	4 Added 0.44%	908 $146 Million
Q1 2025 Apr 30, 2025	SELL	$149.27 - $169.4 $16,718 - $18,972	-112 Reduced 11.02%	904 $129 Million
Q4 2024 Jan 29, 2025	BUY	$162.69 - $181.35 $488 - $544	3 Added 0.3%	1,016 $171 Million
Q3 2024 Nov 05, 2024	BUY	$150.05 - $171.34 $600 - $685	4 Added 0.4%	1,013 $169 Million

Q2 2024 Aug 13, 2024	BUY	$146.03 - $158.93 $147,052 - $160,042	1,007 Added 50350.0%	1,009 $156 Million
Q4 2023 Feb 12, 2024	SELL	$125.51 - $158.2 $1,757 - $2,214	-14 Reduced 87.5%	2 $311,000
Q3 2023 Nov 08, 2023	BUY	$133.8 - $151.24 $2,140 - $2,419	16 New	16 $2.17 Million
Q4 2022 Feb 14, 2023	BUY	$131.32 - $149.64 $10,111 - $11,522	77 New	77 $11.1 Million

Others Institutions Holding IWN

# of Institutions

1,125

Shares Held

54.4M

Call Options Held

152K

Put Options Held

25.3K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
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Cornerstone Planning Group LLC Ishares Russell2000 Val ETF Transaction History