A detailed history of Cornerstone Planning Group LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 653 shares of IWO stock, worth $208,986. This represents 0.04% of its overall portfolio holdings.

Number of Shares
653
Previous 728 10.3%
Holding current value
$208,986
Previous $179 Million 6.91%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
$224.16 - $285.86 $16,812 - $21,439
-75 Reduced 10.3%
653 $191 Million
Q1 2025

Apr 30, 2025

BUY
$254.58 - $302.92 $6,364 - $7,573
25 Added 3.56%
728 $179 Million
Q4 2024

Jan 29, 2025

BUY
$278.19 - $315.36 $834 - $946
3 Added 0.43%
703 $207 Million
Q3 2024

Nov 05, 2024

BUY
$256.4 - $289.78 $256 - $289
1 Added 0.14%
700 $201 Million
Q2 2024

Aug 13, 2024

BUY
$245.29 - $268.7 $171,457 - $187,821
699 New
699 $180 Million

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.