Cornerstone Advisors Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.67M Sell
7,852
-26
-0.3% -$8.83K 0.51% 38
2025
Q1
$2.42M Sell
7,878
-38
-0.5% -$11.7K 0.5% 39
2024
Q4
$2.55M Buy
7,916
+348
+5% +$112K 0.55% 37
2024
Q3
$2.38M Buy
7,568
+907
+14% +$285K 0.53% 39
2024
Q2
$1.99M Buy
6,661
+1,103
+20% +$329K 0.56% 38
2024
Q1
$1.6M Sell
5,558
-133
-2% -$38.3K 0.56% 36
2023
Q4
$1.49M Hold
5,691
0.56% 36
2023
Q3
$1.34M Hold
5,691
0.53% 39
2023
Q2
$1.39M Hold
5,691
0.6% 36
2023
Q1
$1.28M Sell
5,691
-219
-4% -$49.3K 0.63% 38
2022
Q4
$1.24M Hold
5,910
0.66% 36
2022
Q3
$1.18M Sell
5,910
-477
-7% -$95K 0.9% 26
2022
Q2
$1.33M Sell
6,387
-53
-0.8% -$11K 0.94% 26
2022
Q1
$1.62M Hold
6,440
1.13% 23
2021
Q4
$1.7M Buy
+6,440
New +$1.7M 1.29% 20