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Cornerstone Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cornerstone Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.14M Sell
12,944
-345
-3% -$80.4K 0.66% 18
2026
Q1 		$2.84M Sell
13,289
-380
-3% -$83.2K 0.65% 19
2025
Q4 		$2.88M Sell
13,669
-354
-3% -$73.1K 0.67% 18
2025
Q3 		$2.85M Sell
14,023
-353
-2% -$70.2K 0.69% 18
2025
Q2 		$2.79M Sell
14,376
-987
-6% -$183K 0.72% 18
2025
Q1 		$2.89M Sell
15,363
-300
-2% -$57.1K 0.8% 18
2024
Q4 		$2.9M Sell
15,663
-113
-0.7% -$21.7K 0.8% 16
2024
Q3 		$2.99M Sell
15,776
-447
-3% -$81.4K 0.83% 17
2024
Q2 		$2.83M Sell
16,223
-205
-1% -$35.8K 0.85% 17
2024
Q1 		$2.94M Sell
16,428
-435
-3% -$73.6K 0.91% 17
2023
Q4 		$2.79M Sell
16,863
-375
-2% -$57.9K 0.9% 17
2023
Q3 		$2.62M Sell
17,238
-240
-1% -$38.1K 0.92% 18
2023
Q2 		$2.76M Sell
17,478
-315
-2% -$48.2K 0.95% 18
2023
Q1 		$2.71M Sell
17,793
-1,795
-9% -$277K 0.98% 17
2022
Q4 		$2.97M Sell
19,588
-990
-5% -$148K 1.15% 17
2022
Q3 		$2.8M Sell
20,578
-125
-0.6% -$18.8K 1.1% 17
2022
Q2 		$3M Buy
20,703
+8
+0% +$1.25K 1.15% 18
2022
Q1 		$3.44M Sell
20,695
-257
-1% -$42.2K 1.19% 17
2021
Q4 		$3.52M Sell
20,952
-10
-0% -$1.64K 1.17% 16
2021
Q3 		$3.28M Sell
20,962
-163
-0.8% -$26.1K 1.15% 17
2021
Q2 		$3.37M Sell
21,125
-52
-0.2% -$8.23K 1.18% 17
2021
Q1 		$3.21M Buy
+21,177
New +$3.06M 1.21% 18

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Cornerstone Wealth Advisors's IWD Position: Q2 2026 in Review

Cornerstone Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.6% in Q2 2026, selling an estimated $80.4K and leaving 12,944 shares worth $3.14M. The position accounts for 0.66% of the portfolio, ranked #18.

Cornerstone Wealth Advisors first reported a position in IWD in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.52M in Q4 2021. 451 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Cornerstone Wealth Advisors held 12,944 shares of iShares Russell 1000 Value ETF worth $3.14M as of Q2 2026.
  • Cornerstone Wealth Advisors sold 345 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $80.4K.
  • iShares Russell 1000 Value ETF made up 0.66% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Cornerstone Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Cornerstone Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $3.52M in Q4 2021.
  • 451 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.