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

Cornerstone Financial Management’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 Q2	$13.5K	Buy	82 +71	+645%	+$11.2K	0.01%	381
2026 Q1	$1.6K	Hold	11	–	–	﹤0.01%	810
2025 Q4	$1.55K	Buy	+11	New	+$1.54K	﹤0.01%	773

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cornerstone Financial Management's IWS Position: Q2 2026 in Review

Cornerstone Financial Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 645% in Q2 2026, buying an estimated $11.2K and bringing the position to 82 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #381.

Cornerstone Financial Management first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,042 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Cornerstone Financial Management held 82 shares of iShares Russell Mid-Cap Value ETF worth $13.5K as of Q2 2026.
Cornerstone Financial Management bought 71 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $11.2K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #381 holding.
Cornerstone Financial Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,042 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.