Cornerstone Wealth Advisors
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Cornerstone Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cornerstone Wealth Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.53M Sell
4,281
-67
-2% -$25.3K 0.32% 24
2026
Q2 		$1.71M Sell
4,348
-50
-1% -$18.2K 0.36% 21
2026
Q1 		$1.38M Sell
4,398
-724
-14% -$241K 0.32% 22
2025
Q4 		$1.65M Sell
5,122
-185
-3% -$60.2K 0.38% 22
2025
Q3 		$1.7M Sell
5,307
-286
-5% -$86.3K 0.41% 22
2025
Q2 		$1.6M Sell
5,593
-372
-6% -$97.9K 0.41% 21
2025
Q1 		$1.52M Sell
5,965
-462
-7% -$130K 0.42% 22
2024
Q4 		$1.85M Sell
6,427
-301
-4% -$89K 0.51% 21
2024
Q3 		$1.91M Sell
6,728
-9
-0.1% -$2.46K 0.53% 21
2024
Q2 		$1.77M Sell
6,737
-222
-3% -$57.6K 0.53% 21
2024
Q1 		$1.88M Sell
6,959
-642
-8% -$164K 0.58% 19
2023
Q4 		$1.92M Sell
7,601
-742
-9% -$167K 0.62% 19
2023
Q3 		$1.87M Sell
8,343
-308
-4% -$73.7K 0.66% 20
2023
Q2 		$2.1M Buy
8,651
+144
+2% +$33K 0.72% 19
2023
Q1 		$1.93M Buy
8,507
+16
+0.2% +$3.66K 0.7% 19
2022
Q4 		$1.82M Sell
8,491
-120
-1% -$26.3K 0.71% 20
2022
Q3 		$1.78M Buy
8,611
+1,034
+14% +$233K 0.7% 20
2022
Q2 		$1.56M Buy
7,577
+450
+6% +$100K 0.6% 22
2022
Q1 		$1.82M Sell
7,127
-1,985
-22% -$508K 0.63% 20
2021
Q4 		$2.67M Sell
9,112
-509
-5% -$153K 0.89% 18
2021
Q3 		$2.82M Sell
9,621
-812
-8% -$244K 0.99% 18
2021
Q2 		$3.28M Sell
10,433
-414
-4% -$125K 1.15% 18
2021
Q1 		$3.26M Buy
+10,847
New +$3.37M 1.23% 17

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.5% in Q3 2026, selling an estimated $25.3K and leaving 4,281 shares worth $1.53M. The position accounts for 0.32% of the portfolio, ranked #24.

Cornerstone Wealth Advisors first reported a position in IWO in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.28M in Q2 2021. 851 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Cornerstone Wealth Advisors held 4,281 shares of iShares Russell 2000 Growth ETF worth $1.53M as of Q3 2026.
  • Cornerstone Wealth Advisors sold 67 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $25.3K.
  • iShares Russell 2000 Growth ETF made up 0.32% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #24 holding.
  • Cornerstone Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 23 quarters since.
  • Cornerstone Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $3.28M in Q2 2021.
  • 851 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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