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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
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 		$2.83M 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

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q2 2026, selling an estimated $18.2K and leaving 4,348 shares worth $1.71M. The position accounts for 0.36% of the portfolio, ranked #21.

Cornerstone Wealth Advisors first reported a position in IWO in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.28M in Q2 2021. 221 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Cornerstone Wealth Advisors held 4,348 shares of iShares Russell 2000 Growth ETF worth $1.71M as of Q2 2026.
  • Cornerstone Wealth Advisors sold 50 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $18.2K.
  • iShares Russell 2000 Growth ETF made up 0.36% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Cornerstone Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Cornerstone Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $3.28M in Q2 2021.
  • 221 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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