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

Cornerstone Wealth Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$640K Buy
2,639
+10
+0.4% +$2.33K 0.04% 211
2026
Q1 		$594K Sell
2,629
-32
-1% -$7.01K 0.04% 214
2025
Q4 		$560K Buy
2,661
+356
+15% +$73.5K 0.04% 195
2025
Q3 		$469K Hold
2,305
– – 0.03% 207
2025
Q2 		$448K Buy
2,305
+161
+8% +$29.8K 0.03% 195
2025
Q1 		$403K Hold
2,144
– – 0.03% 188
2024
Q4 		$397K Sell
2,144
-21
-1% -$4.03K 0.03% 184
2024
Q3 		$411K Buy
2,165
+224
+12% +$40.8K 0.03% 183
2024
Q2 		$339K Buy
1,941
+5
+0.3% +$874 0.03% 190
2024
Q1 		$347K Buy
1,936
+557
+40% +$94.2K 0.03% 180
2023
Q4 		$228K Sell
1,379
-165
-11% -$25.5K 0.03% 132
2023
Q3 		$234K Sell
1,544
-39
-2% -$6.19K 0.04% 135
2023
Q2 		$250K Sell
1,583
-21
-1% -$3.21K 0.05% 130
2023
Q1 		$244K Hold
1,604
– – 0.04% 131
2022
Q4 		$243K Hold
1,604
– – 0.05% 117
2022
Q3 		$218K Sell
1,604
-439
-21% -$66K 0.05% 118
2022
Q2 		$296K Sell
2,043
-68,307
-97% -$10.7M 0.06% 111
2022
Q1 		$11.7M Buy
70,350
+7,825
+13% +$1.29M 2.14% 9
2021
Q4 		$10.5M Buy
62,525
+60,369
+2,800% +$9.89M 1.8% 12
2021
Q3 		$337K Buy
2,156
+4
+0.2% +$641 0.06% 129
2021
Q2 		$333K Buy
2,152
+2
+0.1% +$317 0.07% 125
2021
Q1 		$336K Buy
2,150
+119
+6% +$17.2K 0.07% 132
2020
Q4 		$278K Buy
2,031
+3
+0.1% +$385 0.07% 131
2020
Q3 		$240K Buy
2,028
+3
+0.1% +$356 0.07% 116
2020
Q2 		$228K Buy
2,025
+4
+0.2% +$440 0.06% 112
2020
Q1 		$200K Buy
+2,021
New +$252K 0.07% 105

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Cornerstone Wealth Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.38% in Q2 2026, buying an estimated $2.33K and bringing the position to 2,639 shares worth $640K. The position accounts for 0.04% of the portfolio, ranked #211.

Cornerstone Wealth Group first reported a position in IWD in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.7M in Q1 2022. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Cornerstone Wealth Group held 2,639 shares of iShares Russell 1000 Value ETF worth $640K as of Q2 2026.
  • Cornerstone Wealth Group bought 10 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.33K.
  • iShares Russell 1000 Value ETF made up 0.04% of Cornerstone Wealth Group's portfolio in Q2 2026, its #211 holding.
  • Cornerstone Wealth Group first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Cornerstone Wealth Group's iShares Russell 1000 Value ETF position peaked at $11.7M in Q1 2022.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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