Cornerstone Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cornerstone Financial Group’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$691K	Buy	4,301 +6	+0.1%	+$1.01K	0.4%	43
2026 Q2	$707K	Buy	4,295 +6	+0.1%	+$947	0.44%	43
2026 Q1	$671K	Buy	4,289 +5	+0.1%	+$742	0.43%	43
2025 Q4	$604K	Buy	4,284 +8	+0.2%	+$1.12K	0.42%	45
2025 Q3	$597K	Buy	4,276 +8	+0.2%	+$1.09K	0.46%	46
2025 Q2	$564K	Buy	4,268 +6	+0.1%	+$753	0.48%	46
2025 Q1	$550K	Buy	4,262 +7	+0.2%	+$911	0.5%	46
2024 Q4	$550K	Buy	+4,255	New	+$570K	0.54%	43

Other funds holding IWS

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cornerstone Financial Group's IWS Position: Q3 2026 in Review

Cornerstone Financial Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.14% in Q3 2026, buying an estimated $1.01K and bringing the position to 4,301 shares worth $691K. The position accounts for 0.4% of the portfolio, ranked #43.

Cornerstone Financial Group first reported a position in IWS in Q4 2024 and has held it in 8 quarters since. The position peaked at $707K in Q2 2026. 830 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Cornerstone Financial Group held 4,301 shares of iShares Russell Mid-Cap Value ETF worth $691K as of Q3 2026.
Cornerstone Financial Group bought 6 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $1.01K.
iShares Russell Mid-Cap Value ETF made up 0.4% of Cornerstone Financial Group's portfolio in Q3 2026, its #43 holding.
Cornerstone Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $707K in Q2 2026.
830 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.