Cornerstone Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cornerstone Wealth Advisors’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Sell	6,906 -357	-5%	-$74.7K	0.32%	25
2026 Q1	$1.38M	Sell	7,263 -588	-7%	-$114K	0.32%	23
2025 Q4	$1.42M	Sell	7,851 -360	-4%	-$64.7K	0.33%	26
2025 Q3	$1.45M	Sell	8,211 -398	-5%	-$67.2K	0.35%	26
2025 Q2	$1.36M	Sell	8,609 -800	-9%	-$119K	0.35%	24
2025 Q1	$1.42M	Sell	9,409 -32	-0.3%	-$5.17K	0.39%	23
2024 Q4	$1.55M	Sell	9,441 -90	-0.9%	-$15.4K	0.43%	24
2024 Q3	$1.59M	Sell	9,531 -425	-4%	-$69K	0.44%	23
2024 Q2	$1.52M	Sell	9,956 -476	-5%	-$72.8K	0.45%	23
2024 Q1	$1.66M	Sell	10,432 -777	-7%	-$118K	0.51%	22
2023 Q4	$1.74M	Sell	11,209 -1,256	-10%	-$174K	0.56%	22
2023 Q3	$1.69M	Sell	12,465 -940	-7%	-$135K	0.6%	22
2023 Q2	$1.89M	Sell	13,405 -440	-3%	-$59.5K	0.65%	21
2023 Q1	$1.9M	Buy	13,845 +1	+0%	+$145	0.69%	20
2022 Q4	$1.92M	Sell	13,844 -1,935	-12%	-$273K	0.74%	19
2022 Q3	$2.03M	Buy	15,779 +230	+1%	+$33.2K	0.8%	19
2022 Q2	$2.12M	Sell	15,549 -386	-2%	-$57.4K	0.81%	19
2022 Q1	$2.57M	Sell	15,935 -4,854	-23%	-$774K	0.89%	18
2021 Q4	$3.45M	Sell	20,789 -106	-0.5%	-$17.7K	1.15%	17
2021 Q3	$3.35M	Sell	20,895 -578	-3%	-$92.9K	1.17%	16
2021 Q2	$3.6M	Sell	21,473 -1,005	-4%	-$166K	1.26%	16
2021 Q1	$3.58M	Buy	+22,478	New	+$3.4M	1.35%	15

Other funds holding IWN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SGAM

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

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

WPW

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 4.9% in Q2 2026, selling an estimated $74.7K and leaving 6,906 shares worth $1.53M. The position accounts for 0.32% of the portfolio, ranked #25.

Cornerstone Wealth Advisors first reported a position in IWN in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.6M in Q2 2021. 208 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Cornerstone Wealth Advisors held 6,906 shares of iShares Russell 2000 Value ETF worth $1.53M as of Q2 2026.
Cornerstone Wealth Advisors sold 357 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $74.7K.
iShares Russell 2000 Value ETF made up 0.32% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Cornerstone Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 22 quarters since.
Cornerstone Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $3.6M in Q2 2021.
208 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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