Cornerstone Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cornerstone Wealth Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.98M	Sell	54,236 -1,167	-2%	-$123K	0.35%	79
2026 Q1	$5.76M	Sell	55,403 -4,415	-7%	-$441K	0.37%	76
2025 Q4	$5.76M	Sell	59,818 -7,390	-11%	-$711K	0.39%	76
2025 Q3	$6.49M	Sell	67,208 -3,025	-4%	-$287K	0.44%	62
2025 Q2	$6.46M	Sell	70,233 -2,650	-4%	-$229K	0.48%	56
2025 Q1	$6.2M	Sell	72,883 -5,365	-7%	-$478K	0.51%	56
2024 Q4	$6.92M	Buy	78,248 +2,098	+3%	+$190K	0.56%	43
2024 Q3	$6.71M	Sell	76,150 -1,033	-1%	-$87K	0.56%	47
2024 Q2	$6.26M	Buy	77,183 +1,481	+2%	+$121K	0.56%	45
2024 Q1	$6.37M	Buy	+75,702	New	+$6M	0.59%	47

Other funds holding IWR

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.1% in Q2 2026, selling an estimated $123K and leaving 54,236 shares worth $5.98M. The position accounts for 0.35% of the portfolio, ranked #79.

Cornerstone Wealth Group first reported a position in IWR in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.92M in Q4 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Cornerstone Wealth Group held 54,236 shares of iShares Russell Mid-Cap ETF worth $5.98M as of Q2 2026.
Cornerstone Wealth Group sold 1,167 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $123K.
iShares Russell Mid-Cap ETF made up 0.35% of Cornerstone Wealth Group's portfolio in Q2 2026, its #79 holding.
Cornerstone Wealth Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Cornerstone Wealth Group's iShares Russell Mid-Cap ETF position peaked at $6.92M in Q4 2024.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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