Cornerstone Wealth Advisors
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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
Q3 		$1.42M Sell
6,756
-150
-2% -$33.2K 0.3% 25
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

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Cornerstone Wealth Advisors's IWN Position: Q3 2026 in Review

Cornerstone Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.2% in Q3 2026, selling an estimated $33.2K and leaving 6,756 shares worth $1.42M. The position accounts for 0.3% of the portfolio, ranked #25.

Cornerstone Wealth Advisors first reported a position in IWN in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.6M in Q2 2021. 448 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Cornerstone Wealth Advisors held 6,756 shares of iShares Russell 2000 Value ETF worth $1.42M as of Q3 2026.
  • Cornerstone Wealth Advisors sold 150 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $33.2K.
  • iShares Russell 2000 Value ETF made up 0.3% of Cornerstone Wealth Advisors's portfolio in Q3 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 23 quarters since.
  • Cornerstone Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $3.6M in Q2 2021.
  • 448 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.