ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 6,982 Value ($000) $1,931 Avg Close — Range —
Q3 2025
Shares 7,338 Value ($000) $2,082 Avg Close — Range —
Q2 2025
Shares 7,267 Value ($000) $1,841 Avg Close — Range —
Q1 2025
Shares 7,374 Value ($000) $1,504 Avg Close — Range —
Q4 2024
Shares 7,757 Value ($000) $1,822 Avg Close — Range —
Q3 2024
Shares 9,844 Value ($000) $2,228 Avg Close — Range —
Q2 2024
Shares 10,379 Value ($000) $2,020 Avg Close — Range —
Q1 2024
Shares 10,369 Value ($000) $1,999 Avg Close — Range —
Q4 2023
Shares 10,652 Value ($000) $1,866 Avg Close — Range —
Q3 2023
Shares 10,187 Value ($000) $1,567 Avg Close — Range —
Q2 2023
Shares 10,189 Value ($000) $1,616 Avg Close — Range —
Q4 2022
Shares 29,429 Value ($000) $3,619 Avg Close — Range —