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

Cornerstone Wealth Group’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.34M Sell
19,852
-23,132
-54% -$2.63M 0.15% 122
2025
Q4 		$5.09M Buy
42,984
+188
+0.4% +$22.3K 0.35% 85
2025
Q3 		$5.01M Buy
42,796
+964
+2% +$107K 0.34% 81
2025
Q2 		$4.44M Sell
41,832
-1,412
-3% -$135K 0.33% 83
2025
Q1 		$3.9M Sell
43,244
-2,156
-5% -$213K 0.32% 90
2024
Q4 		$4.56M Sell
45,400
-292
-0.6% -$28.7K 0.37% 76
2024
Q3 		$4.29M Buy
45,692
+2,008
+5% +$182K 0.35% 79
2024
Q2 		$3.98M Sell
43,684
-2,060
-5% -$176K 0.35% 74
2024
Q1 		$3.85M Buy
45,744
+15,196
+50% +$1.22M 0.35% 71
2023
Q4 		$2.32M Buy
30,548
+25,476
+502% +$1.8M 0.33% 78
2023
Q3 		$337K Hold
5,072
– – 0.06% 118
2023
Q2 		$349K Sell
5,072
-52
-1% -$3.31K 0.06% 118
2023
Q1 		$313K Buy
5,124
+1,136
+28% +$65.4K 0.06% 124
2022
Q4 		$214K Hold
3,988
– – 0.04% 123
2022
Q3 		$210K Buy
3,988
+8
+0.2% +$470 0.05% 121
2022
Q2 		$218K Sell
3,980
-124,812
-97% -$7.49M 0.05% 121
2022
Q1 		$8.94M Buy
128,792
+8,648
+7% +$590K 1.64% 12
2021
Q4 		$9.18M Buy
120,144
+24,740
+26% +$1.83M 1.57% 19
2021
Q3 		$6.54M Buy
95,404
+3,212
+3% +$227K 1.15% 18
2021
Q2 		$6.27M Buy
92,192
+6,896
+8% +$445K 1.28% 17
2021
Q1 		$5.54M Buy
85,296
+616
+0.7% +$37.5K 1.13% 17
2020
Q4 		$5.11M Buy
84,680
+19,804
+31% +$1.13M 1.25% 17
2020
Q3 		$3.52M Buy
64,876
+19,228
+42% +$1.01M 0.96% 29
2020
Q2 		$2.19M Buy
45,648
+27,472
+151% +$1.21M 0.55% 54
2020
Q1 		$685K Buy
+18,176
New +$783K 0.24% 69

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 54% in Q1 2026, selling an estimated $2.63M and leaving 19,852 shares worth $2.34M. The position accounts for 0.15% of the portfolio, ranked #122.

Cornerstone Wealth Group first reported a position in IWF in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.18M in Q4 2021. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Cornerstone Wealth Group held 19,852 shares of iShares Russell 1000 Growth ETF worth $2.34M as of Q1 2026.
  • Cornerstone Wealth Group sold 23,132 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.63M.
  • iShares Russell 1000 Growth ETF made up 0.15% of Cornerstone Wealth Group's portfolio in Q1 2026, its #122 holding.
  • Cornerstone Wealth Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Cornerstone Wealth Group's iShares Russell 1000 Growth ETF position peaked at $9.18M in Q4 2021.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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