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 Q2	$3.73M	Sell	12,430 -7	-0.1%	-$1.97K	0.49%	41
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Advisors Asset Management's IWM Position: Q2 2026 in Review

Cornerstone Advisors Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.06% in Q2 2026, selling an estimated $1.97K and leaving 12,430 shares worth $3.73M. The position accounts for 0.49% of the portfolio, ranked #41.

Cornerstone Advisors Asset Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cornerstone Advisors Asset Management held 12,430 shares of iShares Russell 2000 ETF worth $3.73M as of Q2 2026.
Cornerstone Advisors Asset Management sold 7 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.97K.
iShares Russell 2000 ETF made up 0.49% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #41 holding.
Cornerstone Advisors Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.