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IWF icon

Cornerstone Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cornerstone Advisory’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.66M Sell
69,769
-67
-0.1% -$8.08K 0.72% 30
2026
Q1 		$7.44M Sell
69,836
-632
-0.9% -$71.7K 0.7% 31
2025
Q4 		$8.34M Sell
70,468
-1,736
-2% -$206K 0.8% 30
2025
Q3 		$8.46M Sell
72,204
-488
-0.7% -$54.3K 0.83% 28
2025
Q2 		$7.72M Sell
72,692
-1,352
-2% -$129K 0.83% 30
2025
Q1 		$6.87M Buy
74,044
+480
+0.7% +$47.4K 0.8% 31
2024
Q4 		$7.66M Sell
73,564
-1,888
-3% -$186K 0.87% 28
2024
Q3 		$7.08M Sell
75,452
-1,412
-2% -$128K 0.93% 27
2024
Q2 		$7M Sell
76,864
-208
-0.3% -$17.8K 0.99% 27
2024
Q1 		$6.49M Buy
77,072
+2,016
+3% +$162K 0.93% 27
2023
Q4 		$5.69M Sell
75,056
-608
-0.8% -$43K 0.89% 28
2023
Q3 		$5.03M Sell
75,664
-1,296
-2% -$89.5K 0.88% 27
2023
Q2 		$5.29M Sell
76,960
-1,984
-3% -$126K 0.93% 25
2023
Q1 		$4.82M Buy
78,944
+3,284
+4% +$189K 0.87% 28
2022
Q4 		$4.05M Sell
75,660
-288
-0.4% -$15.8K 0.8% 28
2022
Q3 		$4M Sell
75,948
-320
-0.4% -$18.8K 0.89% 24
2022
Q2 		$4.17M Sell
76,268
-1,352
-2% -$81.2K 0.95% 21
2022
Q1 		$5.39M Sell
77,620
-1,168
-1% -$79.7K 0.82% 25
2021
Q4 		$6.02M Sell
78,788
-772
-1% -$57.2K 0.87% 24
2021
Q3 		$5.45M Sell
79,560
-4,172
-5% -$295K 0.9% 22
2021
Q2 		$5.68M Sell
83,732
-1,440
-2% -$92.8K 0.96% 19
2021
Q1 		$5.17M Buy
85,172
+10,380
+14% +$632K 0.98% 22
2020
Q4 		$4.51M Sell
74,792
-1,868
-2% -$106K 0.91% 26
2020
Q3 		$4.16M Sell
76,660
-6,048
-7% -$319K 0.97% 25
2020
Q2 		$3.97M Sell
82,708
-10,888
-12% -$480K 1.04% 25
2020
Q1 		$3.52M Buy
93,596
+4,032
+5% +$174K 1.07% 29
2019
Q4 		$3.94M Sell
89,564
-5,748
-6% -$240K 0.82% 39
2019
Q3 		$3.8M Buy
95,312
+1,600
+2% +$64.1K 0.82% 39
2019
Q2 		$3.69M Sell
93,712
-664
-0.7% -$25.7K 0.8% 40
2019
Q1 		$3.57M Sell
94,376
-3,700
-4% -$133K 0.79% 38
2018
Q4 		$3.21M Sell
98,076
-5,148
-5% -$181K 0.84% 35
2018
Q3 		$4.03M Sell
103,224
-1,372
-1% -$52K 1.19% 26
2018
Q2 		$3.76M Sell
104,596
-5,312
-5% -$188K 1.24% 26
2018
Q1 		$3.74M Sell
109,908
-172
-0.2% -$6.03K 1.35% 20
2017
Q4 		$3.71M Buy
110,080
+1,664
+2% +$54.5K 1.27% 23
2017
Q3 		$3.39M Sell
108,416
-6,948
-6% -$213K 1.15% 24
2017
Q2 		$3.43M Buy
115,364
+8,592
+8% +$252K 1.15% 22
2017
Q1 		$3.04M Sell
106,772
-3,804
-3% -$106K 1.53% 15
2016
Q4 		$2.9M Buy
110,576
+1,240
+1% +$32.2K 2.18% 12
2016
Q3 		$2.85M Sell
109,336
-2,604
-2% -$67.7K 2.34% 11
2016
Q2 		$2.81M Hold
111,940
– – 2.36% 12
2016
Q1 		$2.79M Sell
111,940
-8,652
-7% -$204K 2.39% 11
2015
Q4 		$3M Buy
+120,592
New +$3.01M 2.58% 10

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Cornerstone Advisory's IWF Position: Q2 2026 in Review

Cornerstone Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.1% in Q2 2026, selling an estimated $8.08K and leaving 69,769 shares worth $8.66M. The position accounts for 0.72% of the portfolio, ranked #30.

Cornerstone Advisory first reported a position in IWF in Q4 2015 and has held it in 43 quarters since. 1,167 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Cornerstone Advisory held 69,769 shares of iShares Russell 1000 Growth ETF worth $8.66M as of Q2 2026.
  • Cornerstone Advisory sold 67 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $8.08K.
  • iShares Russell 1000 Growth ETF made up 0.72% of Cornerstone Advisory's portfolio in Q2 2026, its #30 holding.
  • Cornerstone Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,167 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.