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

Cornerstone Advisors Asset Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$835K	Buy	2,340 +5	+0.2%	+$1.86K	0.13%	77
2025 Q4	$872K	Sell	2,335 -402	-15%	-$149K	0.14%	69
2025 Q3	$1M	Sell	2,737 -5,115	-65%	-$1.8M	0.17%	61
2025 Q2	$2.67M	Sell	7,852 -26	-0.3%	-$8.16K	0.51%	38
2025 Q1	$2.42M	Sell	7,878 -38	-0.5%	-$12.3K	0.5%	39
2024 Q4	$2.55M	Buy	7,916 +348	+5%	+$113K	0.55%	37
2024 Q3	$2.38M	Buy	7,568 +907	+14%	+$275K	0.53%	39
2024 Q2	$1.99M	Buy	6,661 +1,103	+20%	+$317K	0.56%	38
2024 Q1	$1.6M	Sell	5,558 -133	-2%	-$36.5K	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%	-$48.2K	0.63%	38
2022 Q4	$1.24M	Hold	5,910	–	–	0.66%	36
2022 Q3	$1.18M	Sell	5,910 -477	-7%	-$105K	0.9%	26
2022 Q2	$1.33M	Sell	6,387 -53	-0.8%	-$12K	0.94%	26
2022 Q1	$1.62M	Hold	6,440	–	–	1.13%	23
2021 Q4	$1.7M	Buy	+6,440	New	+$1.66M	1.29%	20

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cornerstone Advisors Asset Management's IWB Position: Q1 2026 in Review

Cornerstone Advisors Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 0.21% in Q1 2026, buying an estimated $1.86K and bringing the position to 2,340 shares worth $835K. The position accounts for 0.13% of the portfolio, ranked #77.

Cornerstone Advisors Asset Management first reported a position in IWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.67M in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Cornerstone Advisors Asset Management held 2,340 shares of iShares Russell 1000 ETF worth $835K as of Q1 2026.
Cornerstone Advisors Asset Management bought 5 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.86K.
iShares Russell 1000 ETF made up 0.13% of Cornerstone Advisors Asset Management's portfolio in Q1 2026, its #77 holding.
Cornerstone Advisors Asset Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 18 quarters since.
Cornerstone Advisors Asset Management's iShares Russell 1000 ETF position peaked at $2.67M in Q2 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q1 2026, filed 7 May 2026.