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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its iShares Russell 2000 ETF (IWM) stake by 81% in Q1 2026, selling an estimated $7.42M and leaving 6,757 shares worth $1.85M. The position accounts for 0.12% of the portfolio, ranked #128.

Cornerstone Wealth Group first reported a position in IWM in Q2 2021 and has held it in 20 quarters since. The position peaked at $16.1M in Q4 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Cornerstone Wealth Group held 6,757 shares of iShares Russell 2000 ETF worth $1.85M as of Q1 2026.
  • Cornerstone Wealth Group sold 28,772 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.42M.
  • iShares Russell 2000 ETF made up 0.12% of Cornerstone Wealth Group's portfolio in Q1 2026, its #128 holding.
  • Cornerstone Wealth Group first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 20 quarters since.
  • Cornerstone Wealth Group's iShares Russell 2000 ETF position peaked at $16.1M in Q4 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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