ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 730 Value ($000) $160 Avg Close — Range —
Q3 2025
Shares 1,054 Value ($000) $215 Avg Close — Range —
Q2 2025
Shares 193 Value ($000) $38 Avg Close — Range —
Q1 2025
Shares 253 Value ($000) $45 Avg Close — Range —
Q4 2024
Shares 324 Value ($000) $63 Avg Close — Range —
Q3 2024
Shares 328 Value ($000) $62 Avg Close — Range —
Q2 2024
Shares 328 Value ($000) $57 Avg Close — Range —
Q1 2024
Shares 274 Value ($000) $47 Avg Close — Range —
Q4 2023
Shares 334 Value ($000) $55 Avg Close — Range —
Q3 2023
Shares 334 Value ($000) $51 Avg Close — Range —
Q2 2023
Shares 334 Value ($000) $53 Avg Close — Range —
Q4 2022
Shares 334 Value ($000) $51 Avg Close — Range —