Cornerstone Advisors Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.08M	Hold	12,437	–	–	0.48%	45
2025 Q4	$3.06M	Hold	12,437	–	–	0.5%	42
2025 Q3	$3.01M	Buy	12,437 +107	+0.9%	+$24.6K	0.53%	37
2025 Q2	$2.66M	Buy	12,330 +3,131	+34%	+$630K	0.51%	39
2025 Q1	$1.84M	Buy	9,199 +311	+3%	+$67.5K	0.38%	46
2024 Q4	$1.96M	Buy	8,888 +499	+6%	+$114K	0.42%	43
2024 Q3	$1.85M	Sell	8,389 -1,163	-12%	-$249K	0.41%	42
2024 Q2	$1.94M	Buy	9,552 +4	+0%	+$808	0.55%	39
2024 Q1	$2.01M	Buy	9,548 +3	+0%	+$598	0.71%	33
2023 Q4	$1.92M	Buy	9,545 +204	+2%	+$36.5K	0.72%	33
2023 Q3	$1.65M	Buy	9,341 +303	+3%	+$56.9K	0.66%	36
2023 Q2	$1.69M	Buy	9,038 +2	+0%	+$357	0.73%	33
2023 Q1	$1.61M	Buy	9,036 +104	+1%	+$19.1K	0.79%	32
2022 Q4	$1.56M	Buy	8,932 +25	+0.3%	+$4.45K	0.83%	30
2022 Q3	$1.47M	Buy	8,907 +30	+0.3%	+$5.47K	1.13%	21
2022 Q2	$1.5M	Sell	8,877 -38	-0.4%	-$7K	1.07%	22
2022 Q1	$1.83M	Buy	8,915 +2,574	+41%	+$525K	1.27%	20
2021 Q4	$1.41M	Buy	+6,341	New	+$1.43M	1.07%	24

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Cornerstone Advisors Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 12,437 shares worth $3.08M. The position accounts for 0.48% of the portfolio, ranked #45.

Cornerstone Advisors Asset Management first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cornerstone Advisors Asset Management held 12,437 shares of iShares Russell 2000 ETF worth $3.08M as of Q1 2026.
Cornerstone Advisors Asset Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.48% of Cornerstone Advisors Asset Management's portfolio in Q1 2026, its #45 holding.
Cornerstone Advisors Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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