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Cornerstone Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Cornerstone Capital’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$346K Sell
934
-25
-3% -$9.67K 0.03% 92
2025
Q4 		$371K Hold
959
– – 0.04% 84
2025
Q3 		$363K Hold
959
– – 0.04% 85
2025
Q2 		$337K Sell
959
-235
-20% -$76.3K 0.04% 83
2025
Q1 		$379K Sell
1,194
-258
-18% -$86.5K 0.04% 82
2024
Q4 		$485K Sell
1,452
-35
-2% -$11.8K 0.05% 83
2024
Q3 		$486K Buy
1,487
+60
+4% +$18.9K 0.05% 86
2024
Q2 		$440K Sell
1,427
-497
-26% -$148K 0.04% 79
2024
Q1 		$577K Buy
1,924
+40
+2% +$11.4K 0.06% 71
2023
Q4 		$516K Sell
1,884
-942
-33% -$240K 0.06% 75
2023
Q3 		$693K Sell
2,826
-265
-9% -$67.7K 0.08% 67
2023
Q2 		$787K Hold
3,091
– – 0.09% 63
2023
Q1 		$728K Sell
3,091
-950
-24% -$219K 0.09% 62
2022
Q4 		$892K Buy
4,041
+93
+2% +$20.7K 0.11% 60
2022
Q3 		$817K Buy
3,948
+52
+1% +$12K 0.11% 55
2022
Q2 		$847K Buy
3,896
+421
+12% +$99.7K 0.11% 57
2022
Q1 		$912K Buy
3,475
+898
+35% +$232K 0.1% 59
2021
Q4 		$715K Buy
2,577
+803
+45% +$218K 0.08% 63
2021
Q3 		$452K Buy
1,774
+409
+30% +$107K 0.05% 71
2021
Q2 		$349K Buy
1,365
+372
+37% +$92.7K 0.04% 75
2021
Q1 		$236K Buy
993
+43
+5% +$9.99K 0.03% 80
2020
Q4 		$212K Buy
+950
New +$200K 0.03% 82

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Capital's IWV Position: Q1 2026 in Review

Cornerstone Capital reduced its iShares Russell 3000 ETF (IWV) stake by 2.6% in Q1 2026, selling an estimated $9.67K and leaving 934 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #92.

Cornerstone Capital first reported a position in IWV in Q4 2020 and has held it in 22 quarters since. The position peaked at $912K in Q1 2022. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Cornerstone Capital held 934 shares of iShares Russell 3000 ETF worth $346K as of Q1 2026.
  • Cornerstone Capital sold 25 iShares Russell 3000 ETF shares in Q1 2026, an estimated $9.67K.
  • iShares Russell 3000 ETF made up 0.03% of Cornerstone Capital's portfolio in Q1 2026, its #92 holding.
  • Cornerstone Capital first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Cornerstone Capital's iShares Russell 3000 ETF position peaked at $912K in Q1 2022.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Cornerstone Capital's 13F filing for Q1 2026, filed 12 May 2026.