Cornerstone Wealth Group’s iShares Russell 1000 ETF IWB Stock Holding History

Cornerstone Wealth Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.7M	Sell	58,955 -3,025	-5%	-$1.13M	1.46%	13
2025 Q4	$23.1M	Sell	61,980 -1,410	-2%	-$522K	1.58%	12
2025 Q3	$23.2M	Sell	63,390 -1,491	-2%	-$525K	1.56%	12
2025 Q2	$22M	Buy	64,881 +6,475	+11%	+$2.03M	1.65%	9
2025 Q1	$17.9M	Sell	58,406 -3,118	-5%	-$1.01M	1.48%	11
2024 Q4	$19.8M	Sell	61,524 -311	-0.5%	-$101K	1.62%	10
2024 Q3	$19.4M	Sell	61,835 -1,849	-3%	-$560K	1.61%	10
2024 Q2	$18.9M	Buy	63,684 +33,773	+113%	+$9.7M	1.69%	9
2024 Q1	$8.62M	Buy	+29,911	New	+$8.2M	0.79%	34

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cornerstone Wealth Group's IWB Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its iShares Russell 1000 ETF (IWB) stake by 4.9% in Q1 2026, selling an estimated $1.13M and leaving 58,955 shares worth $22.7M. The position accounts for 1.46% of the portfolio, ranked #13.

Cornerstone Wealth Group first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $23.2M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Cornerstone Wealth Group held 58,955 shares of iShares Russell 1000 ETF worth $22.7M as of Q1 2026.
Cornerstone Wealth Group sold 3,025 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.13M.
iShares Russell 1000 ETF made up 1.46% of Cornerstone Wealth Group's portfolio in Q1 2026, its #13 holding.
Cornerstone Wealth Group first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's iShares Russell 1000 ETF position peaked at $23.2M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.