Cornerstone Advisory’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.5M | Buy |
30,259
+38
| +0.1% | +$9.8K | 0.71% | 30 |
|
|
2025
Q4 | $7.44M | Buy |
30,221
+942
| +3% | +$232K | 0.71% | 32 |
|
|
2025
Q3 | $7.08M | Sell |
29,279
-883
| -3% | -$203K | 0.7% | 32 |
|
|
2025
Q2 | $6.51M | Sell |
30,162
-419
| -1% | -$84.3K | 0.7% | 33 |
|
|
2025
Q1 | $6.02M | Sell |
30,581
-2,474
| -7% | -$537K | 0.7% | 35 |
|
|
2024
Q4 | $7.47M | Buy |
33,055
+1,094
| +3% | +$249K | 0.85% | 30 |
|
|
2024
Q3 | $7.06M | Buy |
31,961
+159
| +0.5% | +$34K | 0.93% | 28 |
|
|
2024
Q2 | $6.45M | Buy |
31,802
+250
| +0.8% | +$50.5K | 0.91% | 30 |
|
|
2024
Q1 | $6.64M | Buy |
31,552
+2,305
| +8% | +$460K | 0.95% | 26 |
|
|
2023
Q4 | $5.87M | Buy |
29,247
+27,538
| +1,611% | +$4.93M | 0.92% | 26 |
|
|
2023
Q3 | $302K | Buy |
1,709
+126
| +8% | +$23.7K | 0.05% | 172 |
|
|
2023
Q2 | $296K | Sell |
1,583
-12
| -0.8% | -$2.14K | 0.05% | 175 |
|
|
2023
Q1 | $285K | Buy |
1,595
+1
| +0.1% | +$184 | 0.05% | 179 |
|
|
2022
Q4 | $278K | Buy |
1,594
+2
| +0.1% | +$356 | 0.05% | 168 |
|
|
2022
Q3 | $263K | Buy |
1,592
+188
| +13% | +$34.3K | 0.06% | 167 |
|
|
2022
Q2 | $238K | Hold |
1,404
| – | – | 0.05% | 170 |
|
|
2022
Q1 | $288K | Sell |
1,404
-699
| -33% | -$143K | 0.04% | 187 |
|
|
2021
Q4 | $468K | Sell |
2,103
-1,201
| -36% | -$271K | 0.07% | 177 |
|
|
2021
Q3 | $723K | Buy |
3,304
+1,865
| +130% | +$413K | 0.12% | 138 |
|
|
2021
Q2 | $330K | Sell |
1,439
-161
| -10% | -$36.2K | 0.06% | 180 |
|
|
2021
Q1 | $354K | Buy |
1,600
+4
| +0.3% | +$873 | 0.07% | 169 |
|
|
2020
Q4 | $313K | Buy |
1,596
+1
| +0.1% | +$175 | 0.06% | 169 |
|
|
2020
Q3 | $239K | Sell |
1,595
-153
| -9% | -$23K | 0.06% | 165 |
|
|
2020
Q2 | $250K | Sell |
1,748
-1,050
| -38% | -$138K | 0.07% | 152 |
|
|
2020
Q1 | $320K | Buy |
2,798
+533
| +24% | +$79.5K | 0.1% | 118 |
|
|
2019
Q4 | $375K | Sell |
2,265
-70
| -3% | -$11.1K | 0.08% | 129 |
|
|
2019
Q3 | $353K | Buy |
2,335
+254
| +12% | +$38.8K | 0.08% | 126 |
|
|
2019
Q2 | $324K | Sell |
2,081
-37
| -2% | -$5.7K | 0.07% | 131 |
|
|
2019
Q1 | $324K | Buy |
2,118
+153
| +8% | +$23K | 0.07% | 130 |
|
|
2018
Q4 | $263K | Buy |
1,965
+2
| +0.1% | +$298 | 0.07% | 127 |
|
|
2018
Q3 | $331K | Buy |
1,963
+1
| +0.1% | +$169 | 0.1% | 121 |
|
|
2018
Q2 | $321K | Buy |
1,962
+1
| +0.1% | +$160 | 0.11% | 118 |
|
|
2018
Q1 | $298K | Buy |
1,961
+1
| +0.1% | +$154 | 0.11% | 118 |
|
|
2017
Q4 | $299K | Buy |
1,960
+2
| +0.1% | +$300 | 0.1% | 119 |
|
|
2017
Q3 | $290K | Buy |
1,958
+1
| +0.1% | +$141 | 0.1% | 124 |
|
|
2017
Q2 | $276K | Sell |
1,957
-14
| -0.7% | -$1.94K | 0.09% | 119 |
|
|
2017
Q1 | $271K | Sell |
1,971
-75
| -4% | -$10.2K | 0.14% | 96 |
|
|
2016
Q4 | $276K | Buy |
2,046
+4
| +0.2% | +$511 | 0.21% | 70 |
|
|
2016
Q3 | $254K | Sell |
2,042
-49
| -2% | -$5.96K | 0.21% | 69 |
|
|
2016
Q2 | $240K | Buy |
2,091
+100
| +5% | +$11.3K | 0.2% | 69 |
|
|
2016
Q1 | $220K | Sell |
1,991
-20
| -1% | -$2.07K | 0.19% | 73 |
|
|
2015
Q4 | $226K | Buy |
+2,011
| New | +$232K | 0.19% | 71 |
|
Other funds holding IWM
Cornerstone Advisory's IWM Position: Q1 2026 in Review
Cornerstone Advisory increased its iShares Russell 2000 ETF (IWM) stake by 0.13% in Q1 2026, buying an estimated $9.8K and bringing the position to 30,259 shares worth $7.5M. The position accounts for 0.71% of the portfolio, ranked #30.
Cornerstone Advisory first reported a position in IWM in Q4 2015 and has held it in 42 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Cornerstone Advisory held 30,259 shares of iShares Russell 2000 ETF worth $7.5M as of Q1 2026.
- Cornerstone Advisory bought 38 iShares Russell 2000 ETF shares in Q1 2026, an estimated $9.8K.
- iShares Russell 2000 ETF made up 0.71% of Cornerstone Advisory's portfolio in Q1 2026, its #30 holding.
- Cornerstone Advisory first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 42 quarters since.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.