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

Cornerstone Management’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	$345K	Sell	2,777 -15	-0.5%	-$1.81K	0.05%	48
2026 Q1	$298K	Hold	2,792	–	–	0.05%	52
2025 Q4	$330K	Hold	2,792	–	–	0.05%	51
2025 Q3	$327K	Hold	2,792	–	–	0.05%	50
2025 Q2	$296K	Hold	2,792	–	–	0.05%	48
2025 Q1	$252K	Sell	2,792 -180	-6%	-$17.8K	0.05%	50
2024 Q4	$298K	Sell	2,972 -140	-4%	-$13.8K	0.06%	41
2024 Q3	$292K	Hold	3,112	–	–	0.06%	42
2024 Q2	$284K	Sell	3,112 -48	-2%	-$4.1K	0.06%	42
2024 Q1	$266K	Sell	3,160 -716	-18%	-$57.7K	0.06%	43
2023 Q4	$294K	Buy	3,876 +656	+20%	+$46.4K	0.07%	40
2023 Q3	$214K	Hold	3,220	–	–	0.06%	45
2023 Q2	$222K	Sell	3,220 -100	-3%	-$6.36K	0.06%	46
2023 Q1	$203K	Hold	3,320	–	–	0.05%	46
2022 Q4	$178K	Hold	3,320	–	–	0.05%	52
2022 Q3	$175K	Sell	3,320 -156	-4%	-$9.17K	0.05%	51
2022 Q2	$190K	Hold	3,476	–	–	0.05%	52
2022 Q1	$241K	Sell	3,476 -460	-12%	-$31.4K	0.06%	50
2021 Q4	$301K	Sell	3,936 -20	-0.5%	-$1.48K	0.08%	43
2021 Q3	$271K	Hold	3,956	–	–	0.07%	49
2021 Q2	$268K	Sell	3,956 -20	-0.5%	-$1.29K	0.07%	45
2021 Q1	$242K	Sell	3,976 -548	-12%	-$33.4K	0.07%	47
2020 Q4	$273K	Sell	4,524 -4	-0.1%	-$228	0.09%	37
2020 Q3	$246K	Sell	4,528 -184	-4%	-$9.69K	0.08%	42
2020 Q2	$226K	Buy	+4,712	New	+$208K	0.08%	40
2020 Q1	–	Sell	-8,080	Closed	-$355K	–	45
2019 Q4	$355K	Buy	8,080 +700	+9%	+$29.2K	0.15%	34
2019 Q3	$295K	Buy	7,380 +36	+0.5%	+$1.44K	0.13%	34
2019 Q2	$289K	Sell	7,344 -68	-0.9%	-$2.63K	0.13%	34
2019 Q1	$280K	Sell	7,412 -1,772	-19%	-$63.7K	0.14%	34
2018 Q4	$301K	Sell	9,184 -3,100	-25%	-$109K	0.18%	34
2018 Q3	$479K	Sell	12,284 -20	-0.2%	-$757	0.26%	30
2018 Q2	$442K	Hold	12,304	–	–	0.25%	38
2018 Q1	$419K	Sell	12,304 -2,140	-15%	-$75K	0.24%	40
2017 Q4	$486K	Buy	14,444 +328	+2%	+$10.8K	0.25%	29
2017 Q3	$441K	Buy	14,116 +672	+5%	+$20.6K	0.23%	26
2017 Q2	$400K	Sell	13,444 -12,960	-49%	-$380K	0.21%	26
2017 Q1	$751K	Sell	26,404 -4,456	-14%	-$124K	0.38%	22
2016 Q4	$809K	Sell	30,860 -1,248	-4%	-$32.4K	0.46%	20
2016 Q3	$836K	Hold	32,108	–	–	0.49%	19
2016 Q2	$806K	Sell	32,108 -13,520	-30%	-$338K	0.49%	20
2016 Q1	$1.14M	Sell	45,628 -360	-0.8%	-$8.51K	0.71%	14
2015 Q4	$1.14M	Sell	45,988 -10,224	-18%	-$255K	0.76%	15
2015 Q3	$1.31M	Buy	56,212 +480	+0.9%	+$11.8K	0.99%	12
2015 Q2	$1.38M	Buy	55,732 +2,908	+6%	+$73.1K	0.99%	12
2015 Q1	$1.31M	Hold	52,824	–	–	0.99%	12
2014 Q4	$1.26M	Buy	+52,824	New	+$1.24M	0.98%	12

Other funds holding IWF

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Management's IWF Position: Q2 2026 in Review

Cornerstone Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.54% in Q2 2026, selling an estimated $1.81K and leaving 2,777 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #48.

Cornerstone Management first reported a position in IWF in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.38M in Q2 2015. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cornerstone Management held 2,777 shares of iShares Russell 1000 Growth ETF worth $345K as of Q2 2026.
Cornerstone Management sold 15 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.81K.
iShares Russell 1000 Growth ETF made up 0.05% of Cornerstone Management's portfolio in Q2 2026, its #48 holding.
Cornerstone Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 46 quarters since.
Cornerstone Management's iShares Russell 1000 Growth ETF position peaked at $1.38M in Q2 2015.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cornerstone Management's 13F filing for Q2 2026, filed 16 Jul 2026.