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

Cornerstone Wealth Advisors’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	$5.46M	Sell	43,974 -3,118	-7%	-$376K	1.14%	14
2026 Q1	$5.02M	Sell	47,092 -748	-2%	-$84.9K	1.16%	14
2025 Q4	$5.66M	Sell	47,840 -1,144	-2%	-$136K	1.32%	14
2025 Q3	$5.74M	Sell	48,984 -532	-1%	-$59.2K	1.39%	14
2025 Q2	$5.26M	Sell	49,516 -1,212	-2%	-$116K	1.36%	14
2025 Q1	$4.58M	Sell	50,728 -4,444	-8%	-$438K	1.27%	14
2024 Q4	$5.54M	Sell	55,172 -2,268	-4%	-$223K	1.52%	12
2024 Q3	$5.39M	Sell	57,440 -744	-1%	-$67.5K	1.5%	13
2024 Q2	$5.3M	Sell	58,184 -8,396	-13%	-$717K	1.59%	13
2024 Q1	$5.61M	Sell	66,580 -6,040	-8%	-$487K	1.73%	12
2023 Q4	$5.5M	Sell	72,620 -9,016	-11%	-$638K	1.78%	13
2023 Q3	$5.43M	Sell	81,636 -4,140	-5%	-$286K	1.91%	12
2023 Q2	$5.9M	Sell	85,776 -2,880	-3%	-$183K	2.03%	12
2023 Q1	$5.42M	Buy	88,656 +7,104	+9%	+$409K	1.97%	13
2022 Q4	$4.37M	Sell	81,552 -6,356	-7%	-$350K	1.69%	15
2022 Q3	$4.62M	Sell	87,908 -532	-0.6%	-$31.3K	1.83%	13
2022 Q2	$4.83M	Hold	88,440	–	–	1.85%	14
2022 Q1	$6.14M	Sell	88,440 -2,560	-3%	-$175K	2.12%	11
2021 Q4	$6.95M	Sell	91,000 -728	-0.8%	-$54K	2.31%	12
2021 Q3	$6.28M	Sell	91,728 -1,960	-2%	-$139K	2.2%	13
2021 Q2	$6.38M	Sell	93,688 -784	-0.8%	-$50.5K	2.24%	13
2021 Q1	$5.74M	Buy	+94,472	New	+$5.75M	2.17%	13

Other funds holding IWF

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.6% in Q2 2026, selling an estimated $376K and leaving 43,974 shares worth $5.46M. The position accounts for 1.14% of the portfolio, ranked #14.

Cornerstone Wealth Advisors first reported a position in IWF in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.95M in Q4 2021. 562 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cornerstone Wealth Advisors held 43,974 shares of iShares Russell 1000 Growth ETF worth $5.46M as of Q2 2026.
Cornerstone Wealth Advisors sold 3,118 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $376K.
iShares Russell 1000 Growth ETF made up 1.14% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Cornerstone Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
Cornerstone Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $6.95M in Q4 2021.
562 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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