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 Q2	$23.9M	Sell	58,420 -535	-0.9%	-$212K	1.42%	14
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Wealth Group's IWB Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.91% in Q2 2026, selling an estimated $212K and leaving 58,420 shares worth $23.9M. The position accounts for 1.42% of the portfolio, ranked #14.

Cornerstone Wealth Group first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cornerstone Wealth Group held 58,420 shares of iShares Russell 1000 ETF worth $23.9M as of Q2 2026.
Cornerstone Wealth Group sold 535 iShares Russell 1000 ETF shares in Q2 2026, an estimated $212K.
iShares Russell 1000 ETF made up 1.42% of Cornerstone Wealth Group's portfolio in Q2 2026, its #14 holding.
Cornerstone Wealth Group first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.