Cornerstone Select Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Cornerstone Select Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$477K	Sell	1,924 -693	-26%	-$179K	0.3%	79
2025 Q4	$644K	Sell	2,617 -117	-4%	-$28.8K	0.45%	61
2025 Q3	$662K	Buy	2,734 +284	+12%	+$65.2K	0.49%	58
2025 Q2	$529K	Sell	2,450 -153	-6%	-$30.8K	0.47%	61
2025 Q1	$519K	Sell	2,603 -270	-9%	-$58.6K	0.49%	58
2024 Q4	$635K	Buy	+2,873	New	+$655K	0.61%	50

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cornerstone Select Advisors's IWM Position: Q1 2026 in Review

Cornerstone Select Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 26% in Q1 2026, selling an estimated $179K and leaving 1,924 shares worth $477K. The position accounts for 0.3% of the portfolio, ranked #79.

Cornerstone Select Advisors first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $662K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cornerstone Select Advisors held 1,924 shares of iShares Russell 2000 ETF worth $477K as of Q1 2026.
Cornerstone Select Advisors sold 693 iShares Russell 2000 ETF shares in Q1 2026, an estimated $179K.
iShares Russell 2000 ETF made up 0.3% of Cornerstone Select Advisors's portfolio in Q1 2026, its #79 holding.
Cornerstone Select Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
Cornerstone Select Advisors's iShares Russell 2000 ETF position peaked at $662K in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cornerstone Select Advisors's 13F filing for Q1 2026, filed 13 May 2026.