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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.66M Buy
12,330
+3,131
+34% +$676K 0.51% 39
2025
Q1
$1.84M Buy
9,199
+311
+3% +$62K 0.38% 46
2024
Q4
$1.96M Buy
8,888
+499
+6% +$110K 0.42% 43
2024
Q3
$1.85M Sell
8,389
-1,163
-12% -$257K 0.41% 42
2024
Q2
$1.94M Buy
9,552
+4
+0% +$812 0.55% 39
2024
Q1
$2.01M Buy
9,548
+3
+0% +$631 0.71% 33
2023
Q4
$1.92M Buy
9,545
+204
+2% +$40.9K 0.72% 33
2023
Q3
$1.65M Buy
9,341
+303
+3% +$53.6K 0.66% 36
2023
Q2
$1.69M Buy
9,038
+2
+0% +$375 0.73% 33
2023
Q1
$1.61M Buy
9,036
+104
+1% +$18.6K 0.79% 32
2022
Q4
$1.56M Buy
8,932
+25
+0.3% +$4.36K 0.83% 30
2022
Q3
$1.47M Buy
8,907
+30
+0.3% +$4.95K 1.13% 21
2022
Q2
$1.5M Sell
8,877
-38
-0.4% -$6.44K 1.07% 22
2022
Q1
$1.83M Buy
8,915
+2,574
+41% +$528K 1.27% 20
2021
Q4
$1.41M Buy
+6,341
New +$1.41M 1.07% 24