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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$851K	Buy	3,848 +5	+0.1%	+$1.05K	0.11%	79
2026 Q1	$729K	Hold	3,843	–	–	0.11%	84
2025 Q4	$696K	Buy	3,843 +140	+4%	+$25.1K	0.11%	80
2025 Q3	$655K	Hold	3,703	–	–	0.11%	80
2025 Q2	$584K	Hold	3,703	–	–	0.11%	77
2025 Q1	$559K	Hold	3,703	–	–	0.11%	84
2024 Q4	$608K	Hold	3,703	–	–	0.13%	71
2024 Q3	$618K	Hold	3,703	–	–	0.14%	70
2024 Q2	$564K	Hold	3,703	–	–	0.16%	69
2024 Q1	$588K	Hold	3,703	–	–	0.21%	64
2023 Q4	$575K	Hold	3,703	–	–	0.22%	65
2023 Q3	$502K	Hold	3,703	–	–	0.2%	68
2023 Q2	$521K	Hold	3,703	–	–	0.23%	63
2023 Q1	$507K	Hold	3,703	–	–	0.25%	57
2022 Q4	$513K	Hold	3,703	–	–	0.27%	58
2022 Q3	$477K	Hold	3,703	–	–	0.37%	39
2022 Q2	$504K	Sell	3,703 -2	-0.1%	-$298	0.36%	42
2022 Q1	$598K	Hold	3,705	–	–	0.41%	37
2021 Q4	$615K	Buy	+3,705	New	+$617K	0.47%	35

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Cornerstone Advisors Asset Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.13% in Q2 2026, buying an estimated $1.05K and bringing the position to 3,848 shares worth $851K. The position accounts for 0.11% of the portfolio, ranked #79.

Cornerstone Advisors Asset Management first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Cornerstone Advisors Asset Management held 3,848 shares of iShares Russell 2000 Value ETF worth $851K as of Q2 2026.
Cornerstone Advisors Asset Management bought 5 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.05K.
iShares Russell 2000 Value ETF made up 0.11% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #79 holding.
Cornerstone Advisors Asset Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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