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Cornerstone Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

Cornerstone Wealth Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.21M Buy
7,344
+587
+9% +$165K 0.13% 131
2026
Q1 		$1.85M Sell
6,757
-28,772
-81% -$7.42M 0.12% 128
2025
Q4 		$8.75M Buy
35,529
+29,253
+466% +$7.19M 0.6% 44
2025
Q3 		$1.52M Sell
6,276
-139
-2% -$31.9K 0.1% 124
2025
Q2 		$1.38M Sell
6,415
-6,804
-51% -$1.37M 0.1% 116
2025
Q1 		$2.64M Sell
13,219
-12,555
-49% -$2.72M 0.22% 103
2024
Q4 		$5.7M Buy
25,774
+13,055
+103% +$2.98M 0.46% 53
2024
Q3 		$2.81M Sell
12,719
-40
-0.3% -$8.56K 0.23% 98
2024
Q2 		$2.59M Sell
12,759
-38
-0.3% -$7.68K 0.23% 94
2024
Q1 		$2.69M Buy
12,797
+5,172
+68% +$1.03M 0.25% 92
2023
Q4 		$1.53M Buy
7,625
+16
+0.2% +$2.87K 0.22% 84
2023
Q3 		$1.34M Hold
7,609
– – 0.24% 88
2023
Q2 		$1.42M Sell
7,609
-10
-0.1% -$1.78K 0.26% 85
2023
Q1 		$1.36M Sell
7,619
-84,679
-92% -$15.6M 0.24% 94
2022
Q4 		$16.1M Buy
92,298
+84,668
+1,110% +$15.1M 3.04% 6
2022
Q3 		$1.26M Sell
7,630
-64,300
-89% -$11.7M 0.28% 75
2022
Q2 		$12.2M Buy
71,930
+64,532
+872% +$11.9M 2.55% 7
2022
Q1 		$1.52M Sell
7,398
-22,021
-75% -$4.49M 0.28% 93
2021
Q4 		$6.54M Buy
29,419
+22,025
+298% +$4.98M 1.12% 24
2021
Q3 		$1.62M Sell
7,394
-110
-1% -$24.4K 0.29% 89
2021
Q2 		$1.59M Buy
+7,504
New +$1.69M 0.32% 84

Other funds holding IWM

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cornerstone Wealth Group increased its iShares Russell 2000 ETF (IWM) stake by 8.7% in Q2 2026, buying an estimated $165K and bringing the position to 7,344 shares worth $2.21M. The position accounts for 0.13% of the portfolio, ranked #131.

Cornerstone Wealth Group first reported a position in IWM in Q2 2021 and has held it in 21 quarters since. The position peaked at $16.1M in Q4 2022. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cornerstone Wealth Group held 7,344 shares of iShares Russell 2000 ETF worth $2.21M as of Q2 2026.
  • Cornerstone Wealth Group bought 587 iShares Russell 2000 ETF shares in Q2 2026, an estimated $165K.
  • iShares Russell 2000 ETF made up 0.13% of Cornerstone Wealth Group's portfolio in Q2 2026, its #131 holding.
  • Cornerstone Wealth Group first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 21 quarters since.
  • Cornerstone Wealth Group's iShares Russell 2000 ETF position peaked at $16.1M in Q4 2022.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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